PLANADVISER Weekend Newsdash
Week ending April 15th, 2016
NOTE FROM THE EDITOR
Happy Friday, PLANADVISER readers! In this weekend’s mailing we highlight the 2016 PLANSPONSOR Retirement Plan Advisers of the Year. The finalists and winners demonstrate an unfailing commitment to helping plan sponsors and participants boost outcomes where it matters most. Explore the profiles for insights and strategies on building a high-performing advisory practice. On a related note, readers are encouraged to attend an adviser-focused webcast next week on reaction to the DOL fiduciary rule, sponsored by Voya.
Editor's choice
Retirement Plan Adviser Individual of the Year
A 20-year veteran of the retirement planning industry, Jania Stout, managing director of Fiduciary Plan Advisors, started in the industry in recordkeeping and administration at ADP and Fidelity Investments. Wanting to have a greater role in engaging with and offering advice to plan sponsors, eight years ago, Stout became an adviser, and two years ago, she founded her practice in order to “truly help our plan sponsor clients.” Read more >
Retirement Plan Adviser Small Team of the Year
Being proactive and providing customized and personalized solutions for clients is at the heart of the work of The Catanella Institutional Consulting Team of UBS. The team’s mission statement is “to provide our plan sponsor clients with a customized and service-driven model to deliver successful retirement outcomes for their participants, while effectively helping guide them through the ever-changing fiduciary landscape.” Read more >
Retirement Plan Adviser Large Team of the Year
Newport Capital Group believes it is important to thoroughly understand each plan sponsor’s goals for its company, so immediately upon starting with a new client, the practice asks it what issues are most pressing—both for the company and for employees. As the firm puts it, having an “open dialogue during onboarding sessions” is key. Read more >
Retirement Plan Adviser Mega Team of the Year
Underlying all of the work that Alliance Benefit Group Financial Services, Corp., does is an underlying emphasis on what it calls “sustainable retirement”—defined by the company as at least 85% of employees being able to replace 75%, or more, of their income. Read more >
Retirement Plan Adviser of the Year Finalists
The 2016 PLANSPONSOR Retirement Plan Advisers of the Year finalists have demonstrated leadership and a commitment to excellence for their retirement plan sponsor clients and participants. Read more >
Adviser Webcast: Reaction to the DOL Fiduciary Rule
PLANADVISER and Voya Financial will host a series of in-depth webcasts on the final fiduciary rule, published last week by the Department of Labor. The first session in this timely series takes place Wednesday, April 20, at 2 p.m. EST. Follow the link to register. Read more >
MOST POPULAR STORIES
2018 Adviser Choice Awards

PLANADVISER has announced winners of the fifth annual Adviser Choice Awards, to be handed out at the PLANSPONSOR/PLANADVISER Excellence in Retirement Awards 2019 on March 28th.

Georgetown University 403(b) Plan Defeats ERISA Challenge

In a colorfully worded opinion, the district court judge chides plaintiffs for failing to acknowledge basic facts about the way annuities work and their well-established role in 403(b) plans.

Study Points Out Benefits of Guaranteed Pensions to Economy

According to a study from the National Institute on Retirement Security, in 2016, each dollar paid out in pension benefits supported $2.13 in total economic output nationally.

Retirement Industry People Moves

The Standard Adds Retirement Plan Consultants to U.S. Regions; Regional Sales Director Joins OneAmerica’s Northern California Team; Two West Advisors Partners with TAG Resources; and more.

New House Ways & Means Chair Introduces Multiemployer Pension Bill

Representative Richard Neal has introduced a bill with bipartisan backers that would take several steps towards solving the union multiemployer pension funding crisis.

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

Subscribe to Adviserdash, click here.
To unsubscribe, click here.
BrightScope / CIO / FWW / Global Custodian / Investor Economics / LiquidMetrix / Market Metrics / Matrix Solutions / PLANADVISER / Plan For Life / PLANSPONSOR / Simfund / The Trade