April 15th, 2016

Comprehensive Coverage of DOL Final Fiduciary Rule Find our follow-up coverage on the Department of Labor fiduciary rule here, including analysis of the impact on compensation models, education programs and other aspects of the retirement advisory business.  Read more > Court Affirms Dismissal of Tibble Investment Fee Claims The 9th U.S. Circuit Court of Appeals has again affirmed dismissal of a lawsuit against Edison International over three retail-class mutual funds it added to its 401(k) plan in 1999. Read more > DOL Files ERISA Complaint Against Interactive Marketing Group A trustee to a profit sharing plan offered by a New Jersey-based marketing firm is accused of abandoning his responsibilities to the plan and its participants. Read more > IRS Withdraws Proposed Nondiscrimination Rules Withdrawn provisions were intended to address certain qualified retirement plan designs that take advantage of flexibility in the existing nondiscrimination rules to provide a special benefit formula for selected employees without extending that formula to a classification of employees that is reasonable and established under objective business criteria. Read more > MOST READ ARTICLES

Advisers Should Takes Some Lessons From Marketers It’s often said that advisers can set themselves apart by developing an effective value proposition for prospective clients and referrals. But what actually goes into an effective value prop?  Read more > Musto to Lead Great-Wests New Investment Business Great-West Financial announced the appointment of David L. Musto as the president of Great-West Investments, a newly created organization within Great-West Financial that will be the primary driver of investment and retirement income solutions for retirement savers, plan sponsors and their advisers. Read more > Ascensus Enhancing Its Commission-Based Solution Ascensus is enhancing its product platform to provide support for financial professionals and broker/dealers looking to comply with the Department of Labor’s new fiduciary regulations. Read more > Lincoln Launches Video Series for Women The videos aim to get women involved in financial planning and focus on topics such as choosing the right financial adviser. Read more > New Risk Analytics Capabilities from Wilshire Omnia Platform The new Omnia Platform delivers advanced multi-asset class analytics via a centrally-hosted database delivered through a standard web browser. Read more >

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