Week of April 21, 2017
NOTE FROM THE EDITOR
Happy Friday, readers! This weekend’s newsletter offers up highlights from our latest bi-monthly edition of PLANADVISER print. Complementing our daily online news coverage and conference events, the print magazine takes a deeper dive into the most pressing issues facing retirement plan professionals today. The print edition also features our latest proprietary research data and insights from skilled ERISA attorney columnists. Visit our homepage for subscription information. 
MOST POPULAR STORIES
Data and Research
Few See Income Drop After Claiming Social Security
Data shared by the Investment Company Institute suggests Social Security is a kind of income bonus for many—not a final income lifeline to be tapped once other wealth runs out. 
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Data and Research
Most Investors Would Be Happy to See New Fiduciary Standard
Financial Engines says it has clear and compelling evidence that Americans strongly favor stricter conflict of interest protections when it comes to retirement investment advice. 
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Data and Research
Americans May Not Be Saving Enough to Reach Retirement Goals
However, when real estate is considered, households may be in better shape for retirement than anticipated, according to Hearts & Wallets.
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Deals and People
Retirement Industry People Moves
The Standard Names 2nd VP of Information Security; GAM Hires Global Head of Marketing; DATAIR Hires ERISA Consultant; and more.
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Compliance
Fujitsu Fails to Get 401(k) Excessive Fee Suit Dismissed
In their lawsuit, the plaintiffs called the Fujitsu plan one of the most expensive in the country and specifically called out the design and implementation of the plan’s custom target-date funds.
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EDITOR’S CHOICE
Window Guard
Self-directed brokerage windows are commonly a large-plan element. According to the 2016 PLANSPONSOR Defined Contribution Survey: Plan Benchmarking, only 18.7% of plans of all sizes have a brokerage window.
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Thinking Efficiently
Strategies and solutions to help retirement plan advisers cultivate the small-plan market. 
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Fiduciary Rule Litigation
Notwithstanding the uncertain future of the fiduciary rule, the favorable litigation outcomes secured by DOL may have numerous implications regarding how the agency staff views its rulemaking and interpretive authority, and may also embolden its future litigation and enforcement efforts.
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Varying Fees
“I am a fiduciary adviser to ERISA plans and IRAs, and I charge an asset-based fee. I don’t receive any other payment, direct or indirect, in connection with these services, and my fee satisfies the definition of level fee under the Best Interest Contract exemption. May I charge a level fee for advising on the portion of the client’s portfolio that is allocated to equities but a lower level-fee for the portion allocated to fixed-income investments?”
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Trump Orders and Employee Benefits
Will the updating of existing regulations be treated as new regulations?
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Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com
Advertising: Paul Zampitella paul.zampitella@strategic-i.com
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