PLANADVISER Weekend Newsdash
Week ending June 16th, 2017
NOTE FROM THE EDITOR
Here we present end-to-end coverage of the 2017 PLANSPONSOR National Conference, held last week in Washington, D.C. The three-day event featured speakers from the DOL, top ERISA law firms and plan providers, as well as high-performing plan sponsors from across the U.S. Read the highlights below.
Editor's choice
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 >
PSNC 2017: ERISA Litigation in Perspective
Three long-time ERISA attorneys all agreed that there is just about as much retirement-focused litigation ongoing today as they have ever seen at any point in their careers. Read more >
PSNC 2017: How to Repair Common Plan Errors
What programs are available to help when a plan error gets committed?  Read more >
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 >
Comprehensive Coverage of PSNC 2017
Follow the link for coverage of all the other panels and speakers featured this year at PLANSPONSOR National Conference.  Read more >
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TOP 100 Retirement Plan Advisers
Noteworthy retirement plan specialists, based on number of plans and total assets under advisement.
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.
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.
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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