PLANSPONSOR Weekend Newsdash
Week ending July 22nd, 2016
NOTE FROM THE EDITOR
Happy Friday, readers! Professional DC plan advisers will know the importance of surveying client satisfaction and promoting positive perceptions of the firm. But there is often less attention paid when it comes to assessing the satisfaction and coordination of one’s own staff resources. This week’s roundup mailing features a handful of articles examining the staff management strategies and best practices of top-performing firms. 
Editor's choice
J.D. Power Sees Advisers ‘In the Eye of the Storm’
A confluence of generational, technological and consumer preference trends is driving a sea change in the traditional investment advisory business, according to J.D. Power researchers. Read more >
Being a Millennial Financial Adviser
PLANADVISER and Hartford Funds sat down to discuss some upcoming “roundtable research” the investment services firm is putting together, looking specifically at the experiences and expectations of Millennials working in the financial advisory field. Read more >
Can Business Models Evolve to Match the ‘Gig’ Economy?
Financial advisers of the future will have to cope with serving a workforce (not to mention maintaining their own employee base) that is much more mobile and does not necessarily spend much time tethered to a given employer. Read more >
Learning from Advisers with Fast-Growing Practices
AssetMark is out with a new analysis of advisory practices with AUM growing 20% or more each year. There are clearly a few common best practices, especially when it comes to managing staff roles and workflows.  Read more >
Bird’s Eye View of Evolving Asset Management Landscape
As an adviser to advisers, Steven Miyao, president of financial research and consulting firm DST kasina, has a unique and informative platform from which to view the U.S. asset management industry. Read more >
MOST POPULAR STORIES
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes

It appears some last-minute amendments have largely removed controversial provisions from the Senate’s version of tax reform legislation that would have had a big impact on governmental 457 and nonprofit 403(b) plan sponsors.

Excessive Fee Suit Filed Against Multiemployer Plan

The lawsuit challenges the use of retail share classes for the plan's investment menu and revenue-sharing paid to the plan's recordkeeper.

Spouses Play Increasingly Influential Role Alongside Advisers

Advisers focused on client retention take heed—spouses are increasingly influencing retirement income planning decisions, says Hearts & Wallets research.

CenturyLink Sued by Plan Participants Over Large Cap Stock Fund Construction

Plan fiduciaries are accused of breaching their duties in the design, management, operation and administration of an active large cap U.S. stock fund offered as a core menu investment option.

Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs

In their lawsuit, the plaintiffs called the Fujitsu plan one of the most expensive in the country and specifically called out the design and implementation of the plan’s custom target-date funds.

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

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

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