PLANADVISER Weekend Newsdash
Week ending February 12th, 2016
NOTE FROM THE EDITOR
Happy Friday, PLANADVISER readers. We are proud to present below the 2016 PLANSPONSOR Retirement Plan Adviser of the Year finalists, divided this year into four categories according to team size: individual, small team, large team and mega team. Our judges have picked out a top flight of advisers that represent the best service to plan sponsors and their participants. We’ll have much more information in the coming days and weeks about our finalists—and eventual winners—so stay tuned.
Editor's choice
2016 Individual Finalists
Individual advisers submit information just for themselves, sometimes within a larger practice. Follow the link to see the 2016 Retirement Plan Adviser of the Year individual finalists. Read more >
2016 Small Team Finalists
A small team is a practice with 10 people or less (including advisers and support staff). Click through for the 2016 Retirement Plan Adviser of the Year small team finalists. Read more >
2016 Large Team Finalists
A large team is a practice with between 11 and 25 people (including advisers and support staff). Here are the 2016 Retirement Plan Adviser of the Year large team finalists. Read more >
2016 Mega Team Finalists
A mega team has more than 25 people (including advisers and support staff). Follow the link for the 2016 Retirement Plan Adviser of the Year mega team finalists. Read more >
MOST POPULAR STORIES
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.
A New World and New Opportunities for Alpha
Pandemic-driven volatility has once again highlighted the relative virtues of active and passive management.
Home Depot ERISA Lawsuit Clears Dismissal Motions

While a court has ruled the plan’s advisers should be carved out of the litigation, the counts against Home Depot fiduciaries will proceed.

AutoZone ERISA Suit Clears Motion to Dismiss

The district court declined to rule on the reasonableness of comparing actively managed funds to passively managed index funds on a motion to dismiss, clearing the way for discovery and potentially a full trial.

Intel Now Faces Consolidated Suit Over Alternatives in TDFs

Now that the U.S. Supreme Court has ruled on the meaning of 'actual knowledge,' Christopher Sulyma has joined a lawsuit filed against Intel last year.

rss icon twitter icon linkedin-in icon facebook icon
ISS MEDIA logo
Unsubscribe | Manage Subscriptions | Contact Us | Privacy Policy | Advertise
©2020 Asset International, Inc. All rights reserved.
702 King Farm Boulevard, Suite 400, Rockville, MD 20850