January 10, 2017
** Editor’s note **
Please be aware, we are transitioning the PLANADVISER newsletters to a new service provider. The new domain will appear as planadviser.strategic-i.com, so please make any necessary adjustments to spam filters, preferred sender lists, etc. Thank you! 
GOP Lawmakers Introduce Measure to Halt DOL Fiduciary Rule
The legislation aimed at delaying implementation of thousands of pages of DOL fiduciary rule language could fit in a handful of tweets.
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Advisers’ Sales Partners
While the regulation includes a “hire me” concept whereby a person is not considered to provide “investment advice” when he merely markets his own advisory or management services or those of an affiliate, that concept does not apply to third-party sellers that are unaffiliated with the RIA.
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From the Magazine: The Second Take
Only 4.0% re-enrolled participants saving below the default deferral rate, and 8.6% re-enrolled nonparticipating employees. As that data reveals, most sponsors have yet to embrace re-enrollment.
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2018 Contribution and Benefit Limits Announced
Advisers More Apt to Use CITs in Client Portfolios
PANC 2017: Behavioral Finance and the Future of Improving Retirement Outcomes in the Digital World
PANC2017 Improving Plan Design for Retiring Participants
DC Advisor Solutions & Tools Center
Visit the DC Advisor Solutions & Tools Center to access Financial Wellness resources. 
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John Hancock Partners with NextCapital on Auto Advice
The firms tell PLANADVISER the new Department of Labor fiduciary rule has accelerated demand for scalable retirement advice that is efficient to deliver but still highly responsive across both the 401(k) and individual retirement account rollover businesses.
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Stadion StoryLine Added to Ameritas Platform
StoryLine, built with SPDR exchange-traded funds, is designed specifically for 401(k) participants in adviser-sold, small-market plans.
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MassMutual Enhances Retirement Readiness Tool
The tool now provides a graphic illustration of how much income savers will potentially need in retirement and whether they are saving enough to get there.
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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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