PLANADVISER Weekend Newsdash
Week ending April 21st, 2017
NOTE FROM THE EDITOR
Happy Friday, readers! This weekend’s newsletter offers up highlights from our latest bi-monthly edition of PLANADVISER print. Complementing our daily online news coverage and conference events, the print magazine takes a deeper dive into the most pressing issues facing retirement plan professionals today. The print edition also features our latest proprietary research data and insights from skilled ERISA attorney columnists. Visit our homepage for subscription information. 
Editor's choice
Window Guard
Self-directed brokerage windows are commonly a large-plan element. According to the 2016 PLANSPONSOR Defined Contribution Survey: Plan Benchmarking, only 18.7% of plans of all sizes have a brokerage window. Read more >
Thinking Efficiently
Strategies and solutions to help retirement plan advisers cultivate the small-plan market.  Read more >
Fiduciary Rule Litigation
Notwithstanding the uncertain future of the fiduciary rule, the favorable litigation outcomes secured by DOL may have numerous implications regarding how the agency staff views its rulemaking and interpretive authority, and may also embolden its future litigation and enforcement efforts. Read more >
Varying Fees
“I am a fiduciary adviser to ERISA plans and IRAs, and I charge an asset-based fee. I don’t receive any other payment, direct or indirect, in connection with these services, and my fee satisfies the definition of level fee under the Best Interest Contract exemption. May I charge a level fee for advising on the portion of the client’s portfolio that is allocated to equities but a lower level-fee for the portion allocated to fixed-income investments?” Read more >
Trump Orders and Employee Benefits
Will the updating of existing regulations be treated as new regulations? Read more >
MOST POPULAR STORIES
DOL Finalizes Rule Opening Door to ESG Investing in Retirement Plans

The DOL announced a final rule that retirement plan fiduciaries can consider climate change and other ESG factors when selecting investments.

Advisers Get Long-Awaited Clarity on ESG in Retirement Plans

DOL's final rule clears regulatory hurdles for retirement plan fiduciaries to implement, or ignore, ESG investing.

Plan Advisers Value Trustworthiness, “Personal” Touch from DC Recordkeepers

Retirement plan advisers respond to DC recordkeepers that are present, active, and trusted partners, according to an annual Cogent Syndicated brand survey.

AARP Finds Major Gap Between Retirement Goals and Preparedness

A new AARP study finds there is still a wide gap between the importance people put on retirement planning and their sense of preparedness.

Financial Firms Looking to HBCUs, “Pipeline” Programs to Bolster Diversity

Two new programs focus on advancing diversity in the financial management space by working with historically black colleges and students.

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