PLANADVISER Weekend Newsdash
Week ending July 21st, 2017
NOTE FROM THE EDITOR
Happy Friday, readers. At the beginning of July we introduced a new format for our weekly news roundup. We will continue to bring you the most popular articles of the week, but now our curated content will be themed. The third Friday of every month will focus on Client Service. We hope you enjoy this new format and know you will find it helpful and informative.
Client Service
Adviser Responsiveness Does Not Equal Engagement
Ron Cohen, head of DCIO sales at Wells Fargo, compares the surprisingly wide gap between what plan sponsors expect from their advisers versus what advisers generally prioritize. Read more >
Advisers Shine Beyond the DC Plan
As one would expect, advisers have a greater impact on plan performance when they play a more active role in the retirement plan committee’s ongoing discussions and decisions about setting goals. Read more >
HSA Evolution Could Drive Adviser Opportunity
Since the new Congress began in January, there have been more than 20 bills proposed that impact consumer-driven health plans, and more specifically HSAs. Read more >
Top-Performing Advisers Look Past Averages
Stress testing the impact of individual behavior and circumstance, along with market returns, can be especially useful. Read more >
Factoring Gender Into Lifetime Income Discussions
Lincoln Financial Group conducted an analysis of the savings and investing habits of men and women, finding the latter group is more focused on protecting lifetime income in retirement. Read more >
MOST POPULAR STORIES
2018 PLANADVISER National Conference
2018 PLANADVISER Recordkeeper Services Guide
Rethinking Retirement Plans
A Flexible Approach to Providing Lifetime Income
Debt Needs to Be Addressed in Financial Wellness Programs

A Fidelity survey has found a link between employee debt and productivity and health issues.

LendEDU Says Millennial Spending Habits Won't Impede Retirement Savings

The average Millennial spends over $30 on coffee per month, but will also, on average, save $480 for retirement in the same time frame. 

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

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

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