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

Wait, SECURE 2.0 Might Not Pass?

The legislative package may be running out of time, suggested Senator Ben Cardin at the EBRI Retirement Summit.

Asset Managers Scramble to Offer In-Demand Investment Vehicles

Asset managers are replicating existing mutual fund investment strategies in separately managed accounts and collective investment trusts to meet demand from retirement advisers and sponsors, according to new findings from Cerulli.

401(k) Robo-Adviser Blooom Shuts Services, Sells Tech to Morgan Stanley

A 401(k) robo-adviser with more than $5 billion in assets under management stopped servicing clients in November and has sold its technology to Morgan Stanley.

Fitch: SEC “Crack Down” on ESG Greenwashing to Continue

Retirement plan advisers should be aware both of SEC charges against those offering ESG funds, as well as the new DOL rule paving the way for ESG use in retirement plans, a consultant advises.

A Reminder to Avoid Fraudulent Hardship Withdrawals

An individual in Ohio was recently indicted by a grand jury on charges that he fraudulently claimed the assets he withdrew from his retirement account would be used to purchase a primary residence and to pay medical expenses.

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