PLANADVISER Weekend Newsdash
Week ending August 18th, 2017
NOTE FROM THE EDITOR
Happy Friday, readers! This weekend’s mailing focuses on the theme of Client Service and features our latest proprietary research, the 2017 PLANADVISER Recordkeeper Services Guide. The analysis offers data-based comparisons of the top plan providers working with retirement-specialist financial advisers and their DC plan clients. We hope you find the report helpful. 
Editor's choice
2017 PLANADVISER Recordkeeper Services Guide
Recordkeeping is often described as a commodity, and that might be true for the administration of participant accounts, but the 55 providers responding to this year’s survey showcase a wide range of investment, technology and servicing options. Read more >
The Best Path Forward
Advisers who specialize in the micro retirement plan market—i.e., in plans with $10 million or less in assets under advisement—say that fee compression has made it more imperative than ever that they grow by expanding the number of clients they serve and their AUA. Read more >
Educating Participants About the Dangers of Taking Out a 401(k) Loan
It is critical for plan sponsors and advisers to educate participants about the consequences of taking out a loan, Julie Stich, associate vice president of content at the International Foundation of Employee Benefit Plans tells PLANADVISER. “They need to keep the money in their plan to build up money over time through contributions and the compounding of investment returns,” Stich says. Read more >
Plan Design Can Help Participants Get the Full Company Match
Advisers can help retirement plan sponsors design their plans and financial wellness programs to get participants to defer enough to receive the company’s matching contribution. Read more >
Student Loan Assistance Trumps 401ks for Many Employees
However, the CEO of IonTuition says employees need to take a balanced approach to plan for their future and deal with immediate needs at the same time. Read more >
MOST POPULAR STORIES
Barnabas Health Latest to Settle ERISA Suit

A settlement has been struck in an ERISA lawsuit involving the New Jersey-based health care provider a little more than a year after a judge allowed the case to proceed past the defense’s motion to dismiss.

The Role of the 401(k) in Today’s Tight Labor Market

Designing a retirement plan that meets the needs of the business—and today’s employees—requires a fresh outlook.

Excessive Fee ERISA Complaint Targets Cook Group

The large medical-device-manufacturing organization is facing familiar fiduciary breach allegations in federal court in Indiana.

Retirement Industry People Moves

SageView Advisory Group acquires Los Angeles-based wealth management firm; OneAmerica brings aboard new head of retirement business development; NFP appoints surety leader in Canada; and more.

MITRE Corp. Faces Familiar ERISA Fiduciary Breach Allegations

Yet another employer has been sued by plaintiffs represented by the law firm Capozzi Adler.

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