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
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 >
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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House Committee Approves Bill Aimed at Increasing Retirement Plan Coverage

Among other things, the RISE Act would encourage retirement savings by allowing plan sponsors to offer small financial incentives to motivate employee participation.

TRIVIAL PURSUITS: Residents of the Island of Misfit Toys
December 17, 2013 ( – Who/what were the residents on the Island of Misfit Toys in “Rudolf the Red-Nosed Reindeer?”
Working Past Age 65 May Seem Like a Great Idea …

… but the prospects may vary, based on education, race and gender, says CRR.

Employees Don’t Want ‘All or Nothing’ When It Comes to Guaranteed Lifetime Income

Eighty-one percent of respondents to a survey indicate they are at least somewhat likely to prefer a retirement plan that substitutes guaranteed income for safe investments such as bonds.

TRIVIAL PURSUITS: What do the M’s stand for in M&Ms?

Editorial: Alison Cooke Mintzer


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