Happy Friday, readers! The editors of PLANADVISER want to extend our sincere gratitude to all of those who attended the 2018 PLANADVISER National Conference this week in Orlando—and especially to those who participated in panels and presentations. For those who missed the event, this weekend’s newsletter offers a detailed recap of the challenges, opportunities, solutions and strategies discussed by leading advisers, providers and plan sponsors. If you enjoyed the event, you may want to learn more about our upcoming “Best of PSNC” one-day events, or our first-ever HSA Conference—coming soon to New York City.
The DOL wants to ensure that retirement plan advisers are delivering on all services listed in their contracts with retirement plan sponsors.
Read more >
Ten years after the Great Recession, there continues to be a great focus on the best way to handle capital preservation on the DC retirement plan menu.
Read more >
It has become more common for plans with upwards of $20 million in assets to go through a formal RFP process to find a new adviser, but it can be a cumbersome process to respond.
Read more >
A look at actively managed versus passively managed equity and bond funds, blended target-date funds, and with more sponsors encouraging retirees to remain in their plan, how defined contribution plans need to address retirement income solutions.
Read more >
To this day, one of the most common reasons plan sponsors turn to advisers is to get assistance with governance, including items such as putting in processes that help avoid litigation and running an efficient committee meeting.
Read more >
Brokers who were happy to see a federal-level uniform fiduciary rule rejected by an appeals court last year may now be rethinking their stance as a patchwork of state-level rules comes to the fore.
Principal’s retirement business president offers additional details about the firm’s acquisition of Wells Fargo’s retirement business, while outside analysts reflect on the broader industry implications of two major providers coming together.
The 2019 PLANSPONSOR Retirement Plan Adviser of the Year winners and finalists have demonstrated leadership and a commitment to excellence for their retirement plan sponsor clients and participants. Congratulations to all the firms on the list!
Offering advice about 529 college savings plans can deepen client relationships, though such services are not usually big revenue drivers on their own.
