PLANSPONSOR Weekend Newsdash
Week ending September 9th, 2016
Happy Friday, readers! As we look forward to the start of the PLANADVISER National Conference on Monday, please be aware that consideration for the 2017 Top 100 Retirement Plan Advisers award will close SEPTEMBER 13, 2016. To be considered for the award, you or your adviser team must complete the  2017 PLANADVISER Retirement Plan Adviser Survey. More information on our various awards programs, and how to be considered, is compiled below. 
Editor's choice
Consideration for the 2017 PLANADVISER Top 100 Retirement Plan Advisers
By taking the 2017 PLANADVISER Retirement Plan Adviser Survey, you can enter your practice to be considered for our Top 100 awards program. Don’t wait, as the survey closes soon! SURVEY DEADLINE: September 13, 2016. Read more >
Understanding the 2017 Adviser Awards
Each year we field two primary awards programs to recognize the tremendous contributions of our 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. Read more >
2017 PLANSPONSOR Retirement Plan Adviser and Sponsor of the Year Nomination
Nomination forms for the 2017 PLANSPONSOR Plan Sponsor of the Year Awards and Retirement Plan Adviser of the Year awards are now available. Read more >
PLANADVISER National Conference Agenda
The PLANADVISER National Conference, which this year marks our 10th anniversary in print, kicks off Monday in Orlando. We hope to see you there! Read more >
Preparing for the 2016 PLANADVISER National Conference
Visit the sponsored Retirement Resource Center for the news, research and conversations that matter most for retirement advisers.  Read more >
Advisers Beware and Be Cautious When Talking Taxes in 2018

During a webinar called to discuss the advisory industry impacts of the Tax Cuts and Jobs Act, experts warned advisers to be ready to decline to offer tax advice during 2018—over and over again.

Three Quarters of Americans Have Not Planned for LTC Needs

Yet nearly six in 10 say saving for long-term care is a financial priority

Wells Fargo Advisors SEC Filing Hints at Federal Fiduciary Investigation

The firm says it does not have additional information to share at this juncture beyond what has been noted in a 2017 year-end SEC filing; in that newly emerged document, Wells Fargo Advisors says it has begun an internal investigation into “whether there have been inappropriate referrals or recommendations” made by its advisors, including with respect to rollovers for 401(k) plan participants.

Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule

The latest decision out of the Fifth U.S. Circuit Court of Appeals throws a dramatic new element of confusion into the epic regulatory saga that has been the rollout of the Department of Labor fiduciary rule.

Advisers Moving to a Client-Centric Model

Advisers are using new planning models and smarter technology, including automation, so that they can offer personalized service, SEI finds.

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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