PLANADVISER Weekend Newsdash
Week ending September 16th, 2016
NOTE FROM THE EDITOR
Happy Friday, readers! This weekend’s mailing highlights the latest feature articles and research from PLANADVISER print. Complementing our daily online news coverage, our bimonthly print edition takes a deeper dive into the topics and trends that matter most for retirement specialist advisers. It also features thought-provoking artwork, insights from esteemed ERISA expert columnists, and more!
Editor's choice
Servicing Micro Plans
While advisers’ skills are much needed in the micro-market, can the business be profitable? Read more >
Staying Within Bounds
Does the new fiduciary rule create a fine line between education and advice? And if so, what does it mean in practice?  Read more >
The Right Pick
When retirement plan advisers work with third-party administrators, they need to delineate each party’s—including the recordkeeper’s—respective roles. Read more >
2016 PLANADVISER Recordkeeper Services Guide
Depending on the adviser and the number and types of clients served, keeping up to date, especially about recordkeepers, can be a daunting task. Read more >
Momentum and the PPA
Although the PPA did not focus on incentives to increase the number of employers offering retirement plans, it did boost participation through greater use of the automatic plan features, and influenced a move away from stable value or money market funds as the default investment, according to the 2006 and 2015 PLANSPONSOR Defined Contribution surveys. 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.

Once They Catch On, PEPs Could Grow Exponentially
The current hesitancy over how they will take shape will be overcome by appreciation among advisers and sponsors alike at the prospect of expanding retirement coverage, sources say.
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