September 6, 2017
Advisers and Clients Face Difficult, Necessary Discussion about Aging
A new analysis from Pershing argues that, while difficult to start, conversations about aging and passing on wealth can be very fruitful for improving client trust and long-term outcomes.
Read more >
Closed DB Plan Nondiscrimination Relief Extended Further
The IRS and the Treasury Department expect that the final regulations regarding closed DB plans will not be published in time for plan sponsors to make plan design decisions based on the final regulations before expiration of previous relief provided.
Read more >
2018 Annual Adviser and Plan Sponsor Award Nominations Are Open
Nomination forms for the 2018 PLANSPONSOR Retirement Plan Adviser of the Year and Plan Sponsor of the Year Awards are now available.
Read more >
401(k) Portfolio Allocations Changed Dramatically Over 20 Years
Looking over 20 years of the Alight Solutions 401(k) Index (formerly the Aon Hewitt 401(k) Index), two major trends have emerged—401(k) portfolio allocations have changed dramatically, and trading activity has steadily decreased except when market corrections occur, according to an analysis by Alight Solutions.
Read more >
DST Systems and Ruane Advisory Named in ERISA Suit
The Right Course What Can 403b Plan Sponsors Learn from Litigation
Cybersecurity Must Be C-Suite Concern at RIAs Brokers and Managers
SEC Accuses 403b Plan Advisory Firm of Conflicts-of-Interest
SPONSORED MESSAGE FROM Charles Schwab Retirement Plan Services Inc.
Workplace Financial Wellness
Insights on definition, design, and what’s driving decisions for financial wellness programs in the workplace. Learn More>>
Read more >
Consider New Strategies for Gen Z Retirement Savers
“Employers and their advisers stand to benefit from making it easy and convenient for these young adults to save and espouse constructive financial habits at a critical time in their lives,” EACH Enterprise says.
Read more >
Default Thinking
How to advise sponsors about switching to managed accounts as the QDIA.
Read more >
Editorial: Alison Cooke Mintzer
Advertising: Paul Zampitella
Subscribe to PLANADVISERDash, click here.
To unsubscribe, click here.
BrightScope / CIO / FWW / Global Custodian / Investor Economics / LiquidMetrix / Market Metrics /
Matrix Solutions / PLANADVISER / Plan For Life / PLANSPONSOR / Simfund / The Trade
To Unsubscribe, click here.