PLANADVISER Weekend Newsdash
Week ending January 15th, 2016
NOTE FROM THE EDITOR
Happy Friday, PLANADVISER readers! It was another jam-packed week for the advisory industry, marked by dramatic downswings in global equity markets. At the time of this writing the DJIA is down 450 points on the day—and -8% on the year—and crude oil is trading below $30 a barrel. Whatever the markets have in store, stick with www.PLANADVISER.com for the information you need to face volatility and uncertain markets head on. *Please note, there will be no news or mailings on Monday to mark the Martin Luther King Jr. holiday.*
Editor's choice
A More Cautious Take on In-Plan Alternative Investments
Differing from the narrative of some providers, one researcher suggests the use of alternative investments may not expand that much further in the DC space. Read more >
What Comes Next for In-Plan ESG Investing?
From the headline-grabbing U.N. climate summit held in Paris to new DOL regulations on environmentally-minded investing by retirement plans, sustainability is clearly on the mind. How are providers responding? Read more >
Yet Another Year of Adviser Growth Sought
It’s not surprising that independent advisory business owners want to keep growing their practices in 2016, but their level of confidence in the face of volatility and unfavorable demographics is striking. Read more >
Awareness of Fee Levelization Is on the Rise
Charging retirement plan participants equitable fees is an issue that retirement plan advisers need to champion, experts say, because plan sponsors are largely unaware of the matter and service providers, particularly recordkeepers that receive revenue-sharing payments, are not very eager to address it. Read more >
State of the Union Underscores Health-Retirement Link
President Obama’s speech to the nation on Tuesday focused more on health care than retirement benefits—neither was a major discussion point—but there was still plenty of food for thought for the DC investment industry. Read more >
MOST POPULAR STORIES
‘Secure Act 2.0’ Likely to Become a Reality

Retirement Plan Execs Confident Senate Will Pass the Bill Into Law

Health, Family, Purpose, Finances: ‘The New Four Pillars of Retirement’ 

Edward Jones and Age Wave say advisers should take a new approach to working with retirees by helping them determine what they want to do when they stop working.

Excessive Fee Lawsuits Expected to Continue to Rain Down on Plans
Settlements have totaled more than $1 billion, making insurers think twice about new fiduciary insurance policies.
Judge Significantly Pares Down Claims in ERISA Excessive Fee Suit

Some claims against Konica Minolta and its 401(k) committee were moved forward but all claims against the company’s board were dismissed.

Retirement Plan Clients Should Anticipate DOL Cybersecurity Inquiries

Attorneys have confirmed that the DOL has begun an audit initiative and is asking for a broad range of cybersecurity information and documentation.

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