The PLANADVISER National Conference, October 11-13 |
The PLANADVISER National Conference is the retirement plan industry’s premier networking and business strategy event for specialist retirement plan advisers! What’s so different this year? Everything. Start with an all-new agenda designed by, and loaded with, retirement plan specialists … A powerful roster of big-name speakers invited to educate and entertain throughout the conference’s three days … And more focused networking activities than ever before, created to allow old relationships to renew and new relationships to develop. Join us next month in Orlando!
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Financial Struggles Overshadow Millennials' Retirement Savings Confidence |
Despite confidence in their level of retirement savings, 46% of Millennials surveyed indicate they have a significant amount of debt, and 43% report they cannot afford to pay for their health care.
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Advisers Seek Next Generation Active Investment Packaging |
“Distribution of standalone product has become more competitive in the wake of commoditization and platform consolidation,” according to a new analysis from Cerulli Associates.
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PBGC Provides Relief to Sponsors Affected by Hurricane Maria |
The Pension Benefit Guaranty Corporation is waiving certain penalties and extending certain deadlines in response to Hurricane Maria for plan sponsors in the U.S. Virgin Islands and Puerto Rico. For the U.S. Virgin Islands, the disaster area consists of islands of St. Croix, St. John and St. Thomas. The disaster area consists of any of the 78 municipalities in Puerto Rico.
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Fuzzy on Fiduciary Compliance |
A recent webinar presented by law firm Goodwin Procter offered extensive analysis of the ongoing implementation of the Department of Labor fiduciary rule, which has greatly expanded the definition of fiduciary investment advice under ERISA.
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