PLANADVISER Weekend Newsdash
Week ending September 2nd, 2016
NOTE FROM THE EDITOR
Happy Friday, readers. We hope you are looking forward to a long weekend to mark the Labor Day holiday. We’ll be back Tuesday with the latest retirement plan adviser industry news, research and analysis—and with an important announcement regarding our 2017 PLANSPONSOR awards programming, including the Retirement Plan Adviser and Retirement Plan Sponsor of the Year awards. In the meantime, you can get to know our various awards programs below, including profiles of our previous winners. 
Editor's choice
2017 PLANADVISER Retirement Plan Adviser Survey
You’ll have to wait until Tuesday to access the nomination forms for the Plan Adviser and Plan Sponsor of the Year Awards, but our 2017 PLANADVISER Retirement Plan Adviser Survey is already open. This is the survey from which we take the data underlying our Top 100 Retirement Plan Advisers award. In other words, if you don’t take this survey, you won’t be considered for the 2017 PLANADVISER Top 100 Retirement Plan Advisers! Survey deadline is September 9th, so don’t wait!  Read more >
2016 PLANSPONSOR Plan Adviser of the Year Winners and Finalists
Since its launch in 2005, the award has grown and now includes 20 practices: 16 finalists and four winners across four categories (individual, small team, large team and mega team). Judges look for advisory practices that employ industry best practices across a number of areas, including the implementation of auto enrollment, auto escalation and reenrollment, especially at higher levels than the industry norms. Read more >
2016 PLANSPONSOR Plan Sponsor of the Year Winners and Finalists
The winners of the 2016 PLANSPONSOR Plan Sponsor of the Year awards show a commitment to their participant’s financial health and retirement success, and are leaders in their respective categories. All maintain best practices in plan administration, with outcomes for others to emulate. Read more >
Understanding Our Adviser Awards
Each year we field two primary awards programs to recognize the tremendous contributions of our adviser readers to solving retirement security issues in the United States and globally—the PLANADVISER Top 100 Retirement Plan Advisers and the PLANSPONSOR Retirement Plan Adviser of the Year. Each year we get many questions about the differences between the two awards—and how advisers can be considered. Read more >
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Though retirement plans can allow individuals to self-certify that they qualify for a penalty-free coronavirus-related distribution, should the IRS discover otherwise during a future audit, a participant can be subject to substantial penalties.
A New World and New Opportunities for Alpha
Pandemic-driven volatility has once again highlighted the relative virtues of active and passive management.
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Pentegra Retirement Services and other plan fiduciaries are accused of failing to make sure fees are reasonable and acting in Pentegra’s, not plan participants', interest.

PANC 2020: Is It Time to Re-evaluate TDFs?

There are a variety of TDF solutions to meet participants needs, so when should a custom solution be considered, and how do advisers evaluate TDFs in an unprecedented year for the markets?

PANC 2020: Best Practices for Virtual Meetings—and Avoiding Zoom Fatigue

Content, surroundings and technology preparation are important for creating client and committee meetings that keep everyone engaged.

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