PLANADVISER Weekend Newsdash
Week ending February 24th, 2017
NOTE FROM THE EDITOR
Happy Friday, readers! This week brought the publication of the annual PLANADVISER Micro Plan Survey, focused on those plan sponsors with less than $5 million in assets. If you aren’t interested in serving micro-plan sponsors, the data suggests you may want to think again. Taken as a whole the micro-plan market in many ways is quite large and presents a tremendous opportunity for advisers. We hope you will explore the study findings, and see other recent PLANADVISER proprietary research linked below. 
Editor's choice
2017 PLANADVISER Micro Plan Survey
Because there are larger fees to be earned from plans with greater assets, recordkeepers and even advisers may be tempted to gravitate—and often do—toward plans with more than $5 million. But the needs of micro plans can be quite vast, as are the opportunities for a good plan adviser in this corner of the market. Read more >
PLANADVISER Defined Contribution Investment Only (DCIO) Survey
DCIO fund allocations have remained stable, with 50% of assets in stocks. Interestingly perhaps, considering asset-allocation funds’ prevalence in fund lineups, only 19% of DCIO assets are in such funds. Read more >
PLANADVISER Practice Benchmarking Survey
The 2016 PLANADVISER Practice Benchmarking Survey gives you a guidepost to see how you compare with your peers. 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 >
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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.

401(k) Plan Administrator Sues VALIC Over Surrender Fees Charged to Plan

The insurer is charged with engaging in a prohibited transaction under ERISA when the fees were charged during a move to a new provider, as well as with self-dealing.

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