PLANSPONSOR 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
2018 PLANADVISER National Conference
More Than Half of Workers Worry About Their Financial Future

To help allay their fears, MetLife has issued the first of four white papers on financial wellness.

Myths and Realities About Spending in Retirement

Some people are running out of money in retirement, but many are refusing to spend and are living below their means. Are they doing so out of fear, or do they just not need as much?

2018 PLANADVISER DCIO Survey
An overview of the top providers.
Lessons from Litigation: Process Matters Most
When it comes to fiduciary liability insurance, having the broadest possible statement of coverage is generally best; this is because it is a functional test for determining whether any given plan official or company officer is a fiduciary.

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

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

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