September 12, 2017
IRS Page Lists 403b Plan Compliance Duties Related to Common Plan Errors
It also provides links for resources the IRS provides to help 403(b) plan sponsors stay in compliance.
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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. The annual adviser survey from which we draw the Top 100 Advisers awards is also open. Follow the link to learn more. 
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Reputation Rather than Fees Drives Most IRA-to-IRA Transfers
Firms focusing heavily on promoting low-cost products without considering clients' preferences for premium service and a stable, trusted brand may fall behind, according to a study by LIMRA.
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Are Saving More and Working Later the Only Options to Improve Retirement Readiness?
Researchers from State Street Global Advisors suggest policy changes that could improve retirement readiness for younger workers and late savers.
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MOST READ ARTICLES
1
COMPLIANCE
DST Systems and Ruane Advisory Named in ERISA Suit
2
COMPLIANCE
The Right Course What Can 403b Plan Sponsors Learn from Litigation
3
PRACTICE MANAGEMENT
Cybersecurity Must Be C-Suite Concern at RIAs Brokers and Managers
4
COMPLIANCE
SEC Accuses 403b Plan Advisory Firm of Conflicts-of-Interest
SPONSORED MESSAGE FROM American Century Investments
DYNAMIC RISK MANAGEMENT
Balancing Target-Date Risks for Changing Market Environments
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Research and Markets Published In-Depth ERISA Guidance
A new publication from Research and Markets offers a highly detailed overview of what it takes to meet the many technical requirements of ERISA.
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Participants Prefer Personalized On-Demand Advice
When asked how they would like to receive advice, respondents reported preferences for receiving advice as often as they have questions and through channels like email and 1:1 sessions, according to a new study by Betterment.
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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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