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
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.
2020 PLANADVISER National Conference
A New World and New Opportunities for Alpha
Pandemic-driven volatility has once again highlighted the relative virtues of active and passive management.
More Sutter Health 403(b) Plan Participants Challenge Plan Investments

As in a lawsuit filed in July, the plaintiffs in the recent case challenge the use of an actively managed TDF suite over an index suite.

$10M NRECA Settlement Agreement Includes Administrative Changes

In addition to a $10 million payment to a settlement fund, the agreement calls for fee reviews and analyses to occur on at least a triannual basis.

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