| 2017 Awards for Excellence Dinner |
| This evening we will be celebrating the 2017 PLANSPONSOR/PLANADVISER Awards for Excellence Dinner in New York. At the dinner we will reveal winners of the Retirement Plan Adviser of the Year and Plan Sponsor of the Year awards—and we will recognize those who have earned other designations, such as the Top 100 Retirement Plan Advisers and the Adviser Choice Awards. More information is available here; we hope you will be joining us!
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| OMB Receives Final Fiduciary Rule Delay Language |
| The Trump administration is nearly set to formally implement its delay of the Obama-era DOL fiduciary rule, set to take effect in just two weeks, aimed at curbing conflicts of interest in the advisory and investment industries.
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| Aggregating a Client's Assets |
| Aggregating retirement and personal accounts to provide a reduced fee may be well-intentioned but, unfortunately, could result in a prohibited transaction under the Internal Revenue Code and ERISA.
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| Lack of Financial Literacy Is a Lifetime Problem |
| People of all age groups on average estimated losing $30,000 or more throughout their lifetime due to their lack of financial knowledge, a new survey finds.
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