Week ending September 9th, 2016

NOTE FROM THE EDITOR

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 >

MOST POPULAR STORIES

Education About Tax Treatment and Fees Could Boost 401(k) Participation

Findings from a Capital One survey about why employees do not participate in their employer-sponsored retirement plan offers opportunities for education, according to Stuart Robertson.

IRS to Focus on Retirement Plan Distributions and 403(b) Plan Rules in 2019

A Program Letter lists compliance strategies for the agency for next year.

How Rising Interest Rates Affect Stable Value Funds

While money market funds may look more appealing in the short run, this is not expected to last.

Inertia Remains a Plan Sponsor Problem, Too

The language of “inertia” and “disengagement” are often used to describe the natural state of retirement plan participants, but new research from Wells Fargo suggests plan sponsors are also prone to settling with the status quo.

Kaleida Health Faces 403(b), 401(k) Plan Fee Lawsuit

The complaint specifically calls out the 11 T. Rowe Price target-date funds (TDFs) offered by the plans, saying they are all adviser or retail class funds—as opposed to investor or institutional class funds.

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