PLANADVISER Weekend Newsdash
Week ending June 17th, 2016
NOTE FROM THE EDITOR
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 >
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.”

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.
Seeing the Bigger QDIA Picture
Are custom solutions worth the effort? Is passive more appropriate than active? It all depends on the adviser and the client.
401(a) Plan Sponsor's Use of Asset Allocation Solution Challenged in Lawsuit

The suit says the solution directed participant contributions into high-cost investments.

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