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Week ending December 23, 2016
NOTE FROM THE EDITOR
The New Year is a time of reflection on what we’ve learned in the past year and what we should focus on going into the new one. News this week included suggestions for areas of review for defined contribution (DC) plans, a reminder of what we’ve learned about how retirement plan litigation has changed, the varied needs of different demographic groups, the growing idea of using HSAs to help save for retirement health care costs and a review of how the fiduciary rule will affect plan sponsors. Also, to consider, the future of retirement education and planning is going digital. Enjoy this edition of PLANSPONSOR Weekend, and have Happy Holidays! PLANSPONSOR Weekend is taking off next week, but will be back in your inbox January 6.
EDITOR'S CHOICE
Compliance
New Trends in ERISA Litigation Appeared in 2016
ERISA lawsuits against retirement plans in 2016 have included new allegations not seen before and have spread to target different types of plans and plan sponsors, and experts predict more of the same in 2017.
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Administration
Retirement Plan Sponsors Should Focus on Different Demographic Groups
Different retirement plan participant demographic groups face various challenge
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Benefits
Utilizing HSAs to Fund a Healthy Retirement
With health care costs reaching record levels by some projections, HSAs can serve as a crucial piece of a holistic retirement-savings strategy.
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Compliance
A Review of How the Fiduciary Rule Could Affect Retirement Plan Sponsors
The fiduciary rule has shaken up the advisory space, but plan sponsors also need to know what’s in the rule and make plans for how it could affect them.
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Administration
Retirement Plan Communications and Planning Going Digital
Employer-sponsored retirement plan providers are increasing digital offerings, but participants may need prompting to use these tools.
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MOST POPULAR STORIES
Administration
Mercer Suggests Areas for DC Plan Review
Plan design, investments, fees, financial wellness and the DOL’s fiduciary rule are all things defined contribution plan sponsors should consider going into the New Year.
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Deals and People
Retirement Industry People Moves
TIAA Hires New President; Mass Mutual Appoints Community Responsibility Director; Mercer Acquires Thomsons Online Benefits; and more. 
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Compliance
Both the DOL and IRS Are Stepping Up Their Audits
Industry experts share red flags and focuses of DOL and IRS scrutiny of retirement plans.
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Research
2016 Recordkeeping Survey
The market's growth has manifested itself with more recordkeeping assets concentrated in the 20 largest providers. This trend also highlights the homogenization and commoditization of a growing number of recordkeeper services that were considered added value just ten years ago. Although providers in the 2016 PLANSPONSOR Recordkeeping Survey are ranked according to various criteria, none of the rankings can definitively answer the question of whether bigger recordkeepers are better recordkeepers.
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Products
Fidelity Launches Personal Retirement Score
On a scale of zero to 150, the score lets people know how well prepared they are for retirement.
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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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