Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 14th, 2017
Last Chance for PLANADVISER Top 100 Adviser Consideration
Don’t miss your chance to be included in the 2018 PLANADVISER Top 100 Retirement Plan Advisers! Again this year, in an attempt to minimize the number of surveys we ask you to complete, we have combined the Top 100 questionnaire with our annual Retirement Plan Adviser Survey. It’s set to close tomorrow, so complete the survey today! Read more >
Inclusion, Diversity and the Noble Purpose of Advisers
The principal of financial adviser inclusion and diversity at Edward Jones reflects on her job leading the advisory company’s revamped diversity efforts—informed by her own first career as an adviser in the field. Read more >
Morningstar Advocates Refining the Definition of Clean Shares
Comments submitted to the Department of Labor by experts with Morningstar warn the loose use of the term “clean shares” could jeopardize fiduciary compliance. Read more >
SEC Accuses 403(b) Plan Advisory Firm of Conflicts-of-Interest
Envoy Advisory is accused of breaches of fiduciary duty, inadequate disclosures and compliance deficiencies. Most of its clients are small to medium-sized non-profit, faith-based organizations that sponsor ERISA Section 403(b) retirement plans for employees. Read more >
MOST READ ARTICLES
1
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes
2
Education on Lifetime Income Needed in Not-for-Profit Sector
3
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth
4
Congressional Democrats Continue Push on Butch Lewis Act
5
Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs
Sponsored message from MetLife
Stable Value as a DC Plan Capital Preservation Vehicle From MetLife
Click to see Video. Read more >
Regulators Provide Relief for Hurricane Irma Victims
The Internal Revenue Service announced that 401(k)s and similar employer-sponsored retirement plans can make loans and hardship distributions to victims of Hurricane Irma and members of their families. This is similar to relief provided last month to victims of Hurricane Harvey. Read more >
Retirement Income Language Barrier Remains a Problem
Despite the generally positive perceptions of the benefits of guaranteed lifetime income, only one in four survey respondents age 45 and up plan to purchase an annuity. Read more >
Participants’ Trust in Retirement Plan Providers Rises
“Engagement is grounded in emotional factors like, feeling secure, having confidence about the future and feeling in control,” says Laurie Rowley, co-founder of NARPP. “Trust catalyzes the efficacy of these emotional factors into improved financial decision-making.” Read more >
2017 PLANADVISER Recordkeeper Services Guide
Recordkeepers’ consistent evolution is detailed in the 2017 PLANADVISER Recordkeeper Services Guide. Read more >
Fidelity AMP Combines Firm Offerings with Digital Advice Solution
Advisers can also use the platform to move clients from a fully-automated solution to a more collaborative arrangement as needs evolve. Read more >

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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