PLANADVISER Weekend Newsdash
Week ending March 31st, 2017
NOTE FROM THE EDITOR
Happy Friday, readers! Last night in New York we celebrated the 2017 PLANSPONSOR and PLANADVISER Awards for Excellence Dinner. A big Thank You once again to all of the sponsors and attendees. We hope you all enjoyed the event as much as we did. Included below are links and landing pages for all of our various awards programs, including the newly announced 2017 Plan Advisers and Plan Sponsors of the Year. Stay tuned to and the PLANADVISERdash for the latest information about all our upcoming events and award program deadlines.
Editor's choice
PLANSPONSOR Retirement Plan Advisers of the Year
The 2017 PLANSPONSOR Retirement Plan Advisers of the Year—the finalists and the winners—give us advisory practices that have demonstrated an unfailing commitment to helping plan sponsors meet their fiduciary responsibilities and to assisting plan participants sufficiently prepare for retirement. Read more >
Adviser Choice Awards
The Adviser Choice Awards recognize retirement specialist advisers’ most favored investment and recordkeeping providers. Read more >
Meet the 2017 PLANADVISER Top 100
To become eligible for this quantitative listing, advisers must complete the annual PLANADVISER Retirement Plan Adviser Survey, fielded each September. As we did last year, instead of having advisers select a category in which to compete—with the potential for gaming the system—we defined categories by the number of advisers and number of total employees, including support staff, in one’s practice. Read more >
Service Star Individual and Team Winners
In 2015, PLANSPONSOR introduced a new awards program: the PLANSPONSOR Service Stars. The awards recognize retirement plan account representatives and relationship managers who, in the words of their plan sponsor clients, have demonstrated truly exemplary service over the past year. Read more >
Best in Class 401(k) Plans
Best in Class plans were identified by way of a proprietary system that weighted usage/implementation of more than 30 criteria related to plan design, oversight/governance and participant outcomes. Read more >
PLANSPONSOR Plan Sponsor of the Year Winners
The Plan Sponsor of the Year annual award program recognizes retirement plan sponsors that show a commitment to their participants’ financial health and retirement success. 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.

Coronavirus Hardship Withdrawals, Taxes and Your Retirement Plan Clients
Coronavirus-related withdrawals made in 2020 were a financial lifeline for some, but they could also turn into a major tax headache for others.
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.
Once They Catch On, PEPs Could Grow Exponentially
The current hesitancy over how they will take shape will be overcome by appreciation among advisers and sponsors alike at the prospect of expanding retirement coverage, sources say.
Many Near-Retirees Don't Understand Social Security Benefits

More than one-third failed a basic Social Security quiz administered by MassMutual.

rss icon twitter icon linkedin-in icon facebook icon
ISS MEDIA logo
Unsubscribe | Manage Subscriptions | Contact Us | Privacy Policy | Advertise
©2021 Asset International, Inc. All rights reserved.
702 King Farm Boulevard, Suite 400, Rockville, MD 20850