PLANADVISER Weekend Newsdash
Week ending June 9th, 2017
NOTE FROM THE EDITOR
Editor's choice
Client Service
PSNC 2017: The Top Trends Impacting DC Plans and Participants
Is the concept of a retirement income solution too small? Industry experts share thoughts on this and other evolving trends in retirement plan saving strategies.   Read more >
Client Service
PSNC 2017: Plan Sponsors Face an Exciting and Challenging Future
Today, still only 23% of retired people draw a major portion of their income from DC plans; this figure will increase dramatically in the next 10 years as the other sources of income fade. Read more >
Client Service
PSNC 2017: Re-enrollment Helps Maximize Plan Performance
The concept of re-enrollment should be an exciting one from the perspective of plan sponsors—a strategy that adds another layer of control and sophistication to a defined contribution retirement plan. Read more >
Compliance
PSNC 2017: ERISA Experts Project the Fiduciary Future
Expert speakers at PSNC 2017 freely admitted this is a vexing and even a bit frustrating time from the perspective of trying to get in front of potential major regulatory and legislative change. Read more >
Client Service
PSNC 2017: The Effect of Choice on Regret Aversion and Trust in Sponsors’ DC Plans
Enhanced active choice has been shown to improve participant outcomes. Read more >
MOST POPULAR STORIES
TOP 100 Retirement Plan Advisers
Noteworthy retirement plan specialists, based on number of plans and total assets under advisement.
Assessing Likely Impacts of IRS Hardship Withdrawal Rule Changes
New rules established by Congress and the IRS simplify the process for participants to request a hardship withdrawal of DC plan assets; some experts say this could increase “leakage,” while others anticipate more positive effects, such as lower debt among cash-strapped participants.
What Is a DOL Adviser Investigation Like?
The number of Department of Labor investigations of financial advisers has steadily increased over the years; here is a primer on the DOL’s sources of authority, and what to expect when examiners come knocking.
Managed Account QDIA Mechanics Challenge Plan Sponsor Clients
ERISA attorneys and plan design consultants say they are hearing more questions from sponsors about using managed accounts as a plan’s default investment, but the most common use case remains opt-in managed accounts.
Court Returns Mixed Ruling in Schwab ERISA Self-Dealing Suit

The detailed ruling comes after Schwab defendants moved to dismiss in part the plaintiff’s second amended complaint. 

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

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

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