PLANSPONSOR Weekend Newsdash
Week ending March 18th, 2016
The big news at PLANSPONSOR this week was the announcement of our 2016 Plan Sponsor of the Year Winners and Standouts. But, among news for plan sponsors, were reports about changes they can expect with the impending Department of Labor (DOL) fiduciary rule. Fidelity shared news about what financial wellness help employees need, and that employee stock purchase programs (ESPPs) can help with financial well-being. In addition, surveys showed that retirement plan participants are using their instincts to make decisions and admit they need one-on-one guidance, and women need help planning for their biggest retirement fear. Enjoy this edition of PLANSPONSOR Weekend!
Editor's choice
Awards
2016 Plan Sponsor of the Year Winners
The winners of the 2016 PLANSPONSOR Plan Sponsor of the Year awards show a commitment to their participant’s financial health and retirement success, and are leaders in their respective categories. All maintain best practices in plan administration, with outcomes for others to emulate.Read more >
Data and Research
All Employees Have Financial Wellness Needs
There are diverse needs among different employee groups, but emotions about financial wellness are consistent among all, a Fidelity survey finds.Read more >
Benefits
Stock Purchase Plans Can Help with Financial Wellness
A different breed from stock in a retirement plan, ESPPs can encourage engagement and boost employees’ sense of financial well-being.Read more >
Data and Research
Instinctive Decisionmaking Hurts Retirement Readiness
Instinctive decisionmakers admit their retirement savings habits are not ideal, and they agree that one-on-one meetings are the best way for them to receive information.Read more >
Data and Research
Women’s Biggest Retirement Concern: Long-Term Care
Despite their fears, few women have talked to loved ones or a financial adviser about long-term care plans and costs.Read more >
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MOST POPULAR STORIES
Another Schlichter Suit Targets Sponsor and Providers

Even cases that allege potential wrongdoing on the part of a service provider are often targeted exclusively at the plan sponsor. Not so in the latest suit filed by the law firm Schlichter Bogard & Denton.

Could There Be a Renewed Interest in DB Plans?
There are plan designs that decrease the risk and volatility for plan sponsors, and defined benefit plans offer the guaranteed lifetime income participants desire.
2020 Recordkeeping Survey
2020 Best in Class DC Providers
Participants Are Saving More With ‘TDF-Plus’ Strategies

A new study finds participants who blended funds were on track to replace more of their pre-retirement income than those who did not.

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

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