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

Stimulus Bill Extends Some Provisions of the CARES Act

It also provides a way for retirement plan sponsors to avoid a partial plan termination.

Coronavirus Hardship Withdrawals, Taxes and Your Retirement Plan Clients

Coronavirus-related withdrawals made in 2020 were a financial lifeline for some, but they could also turn into a major tax headache for others.

Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals

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.

Many Near-Retirees Don't Understand Social Security Benefits

More than one-third failed a basic Social Security quiz administered by MassMutual.

The Most Common Retirement Plan Testing Mistakes

By alerting plan sponsors to the issues they see most often, advisers can help their clients navigate IRS testing rules.

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