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
What Is a DOL Adviser Investigation Like?
The number of Department of Labor investigations of financial advisers has steadily increased over the years; here is a primer on the DOL’s sources of authority, and what to expect when examiners come knocking.
2019 PLANADVISER Micro Plan Survey
Our annual gathering of data on plans with less than $5 million in assets points to a promising market for advisers
TOP 100 Retirement Plan Advisers
Noteworthy retirement plan specialists, based on number of plans and total assets under advisement.
Debt Weighs Heavily on Millennials

They may be grappling with debt for decades to come, according to Nationwide Advisory Solutions.

Americans Worry About Running Out of Money in Retirement

CPA financial planners say Americans are also concerned about maintaining their lifestyle and not being able to meet rising health care costs.

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

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

Subscribe to Adviserdash, click here.
To unsubscribe, click here.
BrightScope / CIO / FWW / Global Custodian / Investor Economics / LiquidMetrix / Market Metrics / Matrix Solutions / PLANADVISER / Plan For Life / PLANSPONSOR / Simfund / The Trade