PLANADVISER Weekend Newsdash
Week ending June 15th, 2018

Happy Friday, readers! It’s been quite a busy week in Washington for the staff of PLANADVISER and PLANSPONSOR magazines, putting on the 2018 PLANSPONSOR National Conference. As you will read in our preliminary coverage, the conference featured three days of panel discussions and debates guided by leading retirement industry experts—ERISA attorneys, advisers, recordkeepers, investment managers and more. If you missed this year’s conference, we encourage you to consider attending next year, and to check out the upcoming “Best of PLANSPONSOR National Conference” one-day events we will be hosting across the U.S.  

Editor's choice
Reflections on a Dramatic Year for Retirement Plan Regulation
From the unexpected derailment of the DOL fiduciary rule to the expanding debate about so-called ‘open MEPs,’ your plan sponsor clients face a tremendous amount of uncertainty in 2018. Read more >
Wells Fargo’s Joe Ready Surveys Shifting Retirement Landscape
There is more emphasis than ever before in the DC plan space on identifying the best way to offer a benefit that is not just a to-retirement program, but also a through-retirement program. Read more >
More Sponsors Search Out Fiduciary Services and Support
When thinking about fiduciary support services and outsourcing, really the important considerations should be about process and time management, more than fiduciary risk transfer. Read more >
DC Plan Loans Require Diligent Management
According to a recent article in the Tax Management Compensation Planning Journal, in any given year, 20% of plan participants have an outstanding loan from their 401(k) plan, and over a five-year period, that rises to 40%. Additionally, 10% of loans default each year, with the majority of those defaults due to job separation. Read more >
2018 PLANADVISER National Conference
With the 2018 PLANSPONSOR National Conference in the rear-view mirror, we are already hard at work planning our next big event. New at this year’s PLANADVISER National Conference will be the opportunity for advisers to earn their “PLANSPONSOR Retirement Professional” designation while at the conference.  Read more >
MOST POPULAR STORIES
‘Secure Act 2.0’ Likely to Become a Reality

Retirement Plan Execs Confident Senate Will Pass the Bill Into Law

10th Circuit Affirms Great-West Fee Suit Dismissal

The district court ruling in the case, now backed by an appeals court, stands out for having been filed alongside a sanction declaring the plaintiff’s law firm Schlichter Bogard & Denton behaved “recklessly.”

RIA Aggregators Aim for Small-Plan Market Expansion

OneDigital and Ascensus recently announced the availability of a ‘co-created small market solution,’ making OneDigital the latest adviser aggregator to launch a DC plan solution targeted at small businesses.

T. Rowe Price CEO Change Reflects Financial Industry Trends

During a conference call held to discuss the pending retirement of Bill Stromberg, CEO of T. Rowe Price, leaders at the firm highlighted the growing importance of socially responsible investing and the need to improve diversity and inclusion in financial services.

Scrutinizing TDFs and Considering Balanced Funds
Both options hold more than a trillion dollars in assets; weighing their relative merits remains an important task for advisers and their clients.
rss icon twitter icon linkedin-in icon facebook icon
ISS MEDIA logo
Unsubscribe | Manage Subscriptions | Contact Us | Privacy Policy | Advertise
©2021 Asset International, Inc. All rights reserved.
702 King Farm Boulevard, Suite 400, Rockville, MD 20850