PLANADVISER Weekend Newsdash
Week ending January 13th, 2017
NOTE FROM THE EDITOR
In addition to our daily news coverage published online and our bimonthly print edition, PLANADVISER regularly releases original research examining various aspects of the retirement specialist advice market. Collected below is a list of our most recent research reports, including the Practice Benchmarking Survey, the DCIO Survey, the Recordkeeper Services Guide and the Retirement Plan Adviser Survey. Each report is designed to provide actionable insight and a deeper understanding of the retirement advisory business. 
Editor's choice
PLANADVISER Practice Benchmarking Survey
The 2016 PLANADVISER Practice Benchmarking Survey gives you a guidepost to see how you compare with your peers. Although the industry often talks about moving away from focusing on just the “three Fs”—funds, fees and fiduciaries—two of those still lead many conversations. Read more >
PLANADVISER Defined Contribution Investment Only Survey
In the first three years after debuting the PLANADVISER Defined Contribution Investment Only Survey, in 2012, investment managers reported fairly strong increases in assets each year. This trend changed in 2015, however, as the assets of the 38 participating DCIO investment managers remained practically flat, with an increase of just $13.9 billion (0.4%) to end the year with a total of $3.1 trillion in assets. Read more >
PLANADVISER Recordkeeper Services Guide
Retirement plan advisers may often find themselves in the role of matchmaker—working with a defined contribution client to determine which investments and platforms or providers are the best fit. To be in a top position to guide the client, an adviser must keep abreast of the provider community, so as to stay current on what products and services are available to suit each client’s needs. Read more >
PLANADVISER Retirement Plan Adviser Survey
Although educating participants and helping plan sponsors craft the best possible plan design for their company may be two of the most important functions of a retirement plan adviser, aiding sponsors in their selection of investment options, not to mention the most appropriate recordkeeper for their plan, certainly are two other critical functions.  Read more >
MOST POPULAR STORIES
Stimulus Bill Extends Some Provisions of the CARES Act

It also provides a way for retirement plan sponsors to avoid a partial plan termination.

Coronavirus Hardship Withdrawals, Taxes and Your Retirement Plan Clients
Coronavirus-related withdrawals made in 2020 were a financial lifeline for some, but they could also turn into a major tax headache for others.
Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
Though retirement plans can allow individuals to self-certify that they qualify for a penalty-free coronavirus-related distribution, should the IRS discover otherwise during a future audit, a participant can be subject to substantial penalties.
Many Near-Retirees Don't Understand Social Security Benefits

More than one-third failed a basic Social Security quiz administered by MassMutual.

The Most Common Retirement Plan Testing Mistakes

By alerting plan sponsors to the issues they see most often, advisers can help their clients navigate IRS testing rules.

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