PLANSPONSOR Weekend Newsdash
Week ending June 17th, 2016
Happy Friday, readers! The PLANADVISER and PLANSPONSOR editorial teams want to share our sincere appreciation with all those who attended this week’s 2016 PLANSPONSOR National Conference, held for the first time in Washington, D.C. The attendees all deserve recognition for their tremendous engagement with our panelists and esteemed experts, turning this year’s conference into one of the most interactive and informative yet. Below you’ll find our initial conference coverage, with much more to come.
Editor's choice
PSNC 2016: DOL and IRS Audits
The IRS has announced a new strategy for retirement plan compliance efforts. What should plan sponsors do to prepare for their next compliance check questionnaire? Read more >
PSNC 2016: The 30,000-Foot View
Two industry leaders take the big-picture view of employer-sponsored benefit programs, participant trends, and what will likely stay or change in the short and long term. Read more >
PSNC 2016: CEO Roundtable
Speakers at this year’s PLANSPONSOR National Conference included the retirement leaders at Morningstar, BlackRock and John Hancock. The panelists all have decades of experience in the industry, but all three agreed that right now is among the most exciting and fast-moving times they have seen for the DC world. Read more >
PSNC 2016: Fiduciary Rule Fundamentals
The final fiduciary rule is out, so what do you need to know? And, just as important, what can you do right now to prepare? Read more >
PSNC 2016: Washington Insights
Litigation is the main concern for DC plan sponsors right now, given the ever-increasing number of ERISA challenges.  Read more >
Advisers Beware and Be Cautious When Talking Taxes in 2018

During a webinar called to discuss the advisory industry impacts of the Tax Cuts and Jobs Act, experts warned advisers to be ready to decline to offer tax advice during 2018—over and over again.

Three Quarters of Americans Have Not Planned for LTC Needs

Yet nearly six in 10 say saving for long-term care is a financial priority

Wells Fargo Advisors SEC Filing Hints at Federal Fiduciary Investigation

The firm says it does not have additional information to share at this juncture beyond what has been noted in a 2017 year-end SEC filing; in that newly emerged document, Wells Fargo Advisors says it has begun an internal investigation into “whether there have been inappropriate referrals or recommendations” made by its advisors, including with respect to rollovers for 401(k) plan participants.

Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule

The latest decision out of the Fifth U.S. Circuit Court of Appeals throws a dramatic new element of confusion into the epic regulatory saga that has been the rollout of the Department of Labor fiduciary rule.

Advisers Moving to a Client-Centric Model

Advisers are using new planning models and smarter technology, including automation, so that they can offer personalized service, SEI finds.

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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