PLANADVISER Weekend Newsdash
Week ending February 7th, 2020

Happy Friday, readers! Managing a retirement planning practice means balancing priorities and budgeting time. Sometimes the focus is on selling and business development. Other times, client service comes to the fore, or it becomes necessary to take a step back and reconsider one’s strategic perspective. Collected below is a series of helpful and timely articles that can help your practice move ahead efficiently and effectively in 2020. We hope you share some of what you read with a client or colleague.

Editor's choice
More Advisers Look for Co-Fiduciary Support from their B/Ds
A look at the results of the PLANADVISER Practice Benchmarking Survey between 2011 and 2019, showing some areas of significant evolution in the way advisers build and run their practices.  Read more >
Fee Compression Is Old News for Recordkeepers, Fund Managers
Fee compression hit recordkeepers first, then asset managers. Advisers are next, experts agree, but they can learn some important lessons from their service provider partners. Read more >
The Foundations of Good Practice Management
As retirement plan adviser specialists draw up their business plans for 2020, the vast majority are planning for growth.  Read more >
M&A Mechanics: What to Know Before Selling or Buying
How is an advisory practice’s value measured? What determines the revenue measurement—or the multiple? Read more >
Ready for a New Market?
Nonprofits and other sponsors of 403(b) plans need the fiduciary and investment expertise of specialist retirement plan advisers. 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.

Practice Management: Areas of Success

A look at what worked particularly well in 2020 and that could keep propelling growth in 2021.

Missing Participant Guidance Released by DOL

The guidance includes best practices for locating missing participants in addition to best practices for documenting efforts to do so.

Vail Resorts Wins Dismissal of ERISA Fiduciary Breach Lawsuit

The Vail Corp. has skied past a fiduciary breach lawsuit, which was dismissed with prejudice in a detailed ruling.

Remember to Give the Gift of Rebalancing

As one expert tells PLANADVISER, repositioning portfolios after the recent run-up in risk asset prices could help mitigate future volatility.

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