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
Stimulus Bill Extends Some Provisions of the CARES Act

It also provides a way for retirement plan sponsors to avoid a partial plan termination.

Practice Management: Areas of Success

A look at what worked particularly well in 2020 and that could keep propelling growth in 2021.

HUB Names New Leader for Retirement and Private Wealth

PLANADVISER has learned that HUB International has named Joe DeNoyior as the new leader for Retirement and Private Wealth.

Democrats Have Won the Power to Fix Union Pensions
A bipartisan compromise solution to end the multiemployer pension crisis is urgently required, sources agree, and one could finally be forthcoming in the U.S. Congress.
Retirement Plan Trustee Faces Cybersecurity-Related Lawsuit

The lawsuit says the trustee failed to prevent a fraudulent distribution from a participant's account and is failing to take responsibility.

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