Good afternoon! We are pleased to bring you our new PLANSPONSOR/PLANADVISER Weekend newsletter format. Each week we will continue to bring you the most popular articles of the week, but now our curated content will be themed. The first Friday of the month will be Plan Design & Administration / Practice Management; second Friday, Financial Wellness & Participant Education / Investing; the third Friday of each month we will bring you articles focused on Health Care and Other Benefits / Client Service; and the fourth Friday will be focused on Defined Benefit Plans / Health Care and Other Benefits. Five Fridays in a month happen only quarterly, but that week our topic will be Investing / Retirement Income & Rollovers. We hope you enjoy this new format and know you will find it helpful and informative. Happy reading!
With its publication in the Federal Register, the DOL’s request for information regarding its implementation (or not) of the fiduciary rule is officially open for public comment.
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“Advisers who embrace technology—especially solutions to more efficiently handle tedious recurring client-service tasks—are going to be the ones who scale, grow and ultimately win.”
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New Cerulli Associates research identifies “pain points” at the root of advisers’ decisions to change firms—and what leadership can do to address staff concerns before losing key advisers.
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Establishing scholarship funds and more carefully considering the benefits of diversity in the hiring processes are just a few of the ways an increasing number of firms say they are committed to improving industry diversity.
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