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 >
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