2015 PANC Just a Week Away | In two weeks, hundreds of retirement plan specialist advisers and industry experts will convene in Orlando, Florida at the annual PLANADVISER National Conference. The agenda, which was designed in part from a pool of advisers telling us what sessions they wanted to attend, and from who they wanted to hear, encompasses all areas of a retirement plan advisory business: practice management, client service, selling, regulatory concerns, plan design and investing. Don’t miss your opportunity to hear about timely topics from speakers you’d be hard pressed to get time with elsewhere, including: “bond king” Jeffrey E. Gundlach, Chief Executive Officer & Chief Investment Officer, DoubleLine Capital LP; a representative from the Securities and Exchange Commission on our Regulatory Environment panel; heads of CAPTRUST Financial Advisors, Pensionmark, GRP Advisors, and Independent Financial Partners; and an attorney who has found against Jerry Schlichter in the revenue sharing cases. Come Sunday if you’d like to play golf with your peers! There is still time to register. I look forward to seeing you soon! – Alison Cooke Mintzer
Read more > | | Two Alternatives in Guidance About State-Run Plans | As many states are leading the charge to expand retirement plan access to private-sector employees, President Obama earlier this year asked the Department of Labor to issue guidance for states about how to move forward.
Read more > | | Advisers Add Extra Value in a Short Plan Year | Plan sponsors polled about what they want in a retirement plan adviser often say they are looking for a guide—someone who will be there, regularly, to help set a path and move the plan forward. This is especially true when a plan’s operations and deadlines are in flux, for example during a short plan year.
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