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Week ending December 09, 2016
Happy Friday PLANSPONSOR readers! In this weekend’s mailing, read what providers are saying in light of President-Elect Donald Trump’s decision in tapping CKE Restaurants CEO Andrew Puzder for DOL Secretary; and how the soon-to-be-president’s win has affected defined benefit plan funded status so far. Also, as the 2016 year winds down, studies and reports are finding how Americans—especially middle-income workers—continue to need help in financial planning, and how plan sponsors can offer crucial assistance during 2017. 
Providers Respond to Trump’s DOL Secretary Pick
The president-elect has nominated CKE Restaurants CEO Andrew Puzder as DOL Secretary, tasked with implementing or halting the forthcoming fiduciary rule. 
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Trump Election a Positive So Far for DB Funded Status
Consultants estimate an improvement in funded ratios for defined benefit plans in November, and all attribute it to market activity following the election. 
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Helping Participants Get on the Right Track to Retirement in 2017
A new survey reveals participants' main preferences and challenges when it comes to saving for retirement—including generating lifetime income, getting financial advice, and saving as soon as possible.
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Data and Research
Americans Lagging on Retirement Savings
However, a survey finds they are managing bills and debt. 
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Middle-Income Workers Need Financial Planning Help
A study shows employees are very interested in getting financial planning help from employers. 
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Share the good news with a friend! Pass the NewsDash along—and tell your friends/associates they can sign up for their own copy. 
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Are HSAs Set to Follow Growth of 401(k)s?
As saving for health care costs in retirement gains more focus, will the adoption of health savings accounts rise to match that of 401(k) plans?
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Deals and People
Retirement Industry People Moves
John Hancock Expands Institutional Sales Team; CUNA Mutual Retirement Tackles TPA Market; OneAmerica Appoints Regional Sales Director; and more.
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2016 Defined Contribution Survey
PLANSPONSOR's annual Defined Contribution (DC) Survey provides important client satisfaction information, as it measures and evaluates 401(k) and other DC providers according to feedback from our own plan sponsor clients. Major defined contribution providers are rated in the various client categories they serve, and benchmark information is collected for plan sponsors to gauge their plans against their peers.
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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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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
Advertising: Paul Zampitella
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