Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
May 11th, 2017
Another Health System Settles Church Plan Challenge
The lawsuit challenges the status of the pension plans of Franciscan Missionaries of Our Lady Health System. Read more >
RIA M&As Hit Record in First Quarter
There were 44 transactions in the first quarter, up 29% from 34 in the first quarter of 2016. Read more >
Managed Accounts Evolving in DC Space
Providers are enhancing managed accounts with new features and are seeking to maximize the benefits of these solutions in order to outweigh their costs. Read more >
CUNA Mutual Offers Unbundled Recordkeeping Services
CUNA says advisers can market its outcome-focused services and work with their favorite TPA provider. Read more >
Advisers Beware and Be Cautious When Talking Taxes in 2018
Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule
Three Quarters of Americans Have Not Planned for LTC Needs
Will SCOTUS Decide the Fate of the DOL Fiduciary Rule?
HSA Knowledge Gap Offers Clear Adviser Service Role
Assessing Independence
Many advisers would rather venture on their own than affiliate with a B/D. Read more >
Turning Virtual Contacts Into Real Clients
How to get the most from your social media efforts. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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