January 4, 2017
Fee Litigation Targets Multiple Retirement Plans at Health System
Plaintiffs suggest their employer should have allowed a single recordkeeper to service its traditional DC plan and its 403(b)—and that it paid excessive fees by paying for distinct administrative services for each.
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All Generations Worry About Retirement
Forty-five percent of Baby Boomers expect their standard of living will decrease in retirement; the vast majority of Generation X think their generation will have a harder time achieving financial security than their parents.
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Advisers Will Share New Investment Ideas in 2017
Clients are demanding new approaches to investing and new ways to address fiduciary risks; advisers are finding ways to oblige them.
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Financial Shocks in Retirement
Pre-retirees expect to live to age 85, but the latest SOA mortality data finds that a 65-year-old male will live to age 86.6, while a 65-year-old female will reach age 88.8. Nonetheless, 55% of pre-retirees and retirees do not anticipate living that long.
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MOST READ ARTICLES
1
COMPLIANCE
2018 Contribution and Benefit Limits Announced
2
INVESTING
Advisers More Apt to Use CITs in Client Portfolios
3
CLIENT SERVICE
PANC 2017: Behavioral Finance and the Future of Improving Retirement Outcomes in the Digital World
4
INVESTING
PANC2017 Improving Plan Design for Retiring Participants
Fiduciary Fitness: Burden of Proof
A recent case that defense attorneys likely believe is an example of the maxim “bad facts make bad law” is Estate of Barton v. ADT Security Services Pension Plan, for which a request for rehearing was recently denied.
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2016 PLANADVISER Practice Benchmarking Survey
What do retirement plan advisers view as their biggest challenges? Their greatest opportunities? What are the primary benefits they receive from custodians and broker/dealers? The 2016 PLANADVISER Practice Benchmarking Survey of 613 retirement plan advisers shares insights into these and other key questions—and gives you a guidepost to see how you compare with your peers.
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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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