PLANADVISER Weekend Newsdash
Week ending September 29th, 2018

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.

Editor's choice
PANC 2018: DOL Audits of Retirement Plan Advisers
The DOL wants to ensure that retirement plan advisers are delivering on all services listed in their contracts with retirement plan sponsors. Read more >
PANC 2018: Stable Value Fund Mechanics
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 >
PANC 2018: Responding to RFPs
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 >
PANC 2018: Top Trends
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 >
PANC 2018: Plan Committee Excellence
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 >
PANC 2018: Practice Efficiencies
The importance of hiring the right people and managing their functions efficiently. Read more >
PANC 2018: Financial Wellness
The importance of measuring return on investment and addressing participants’ short-term needs. Read more >
PANC 2018: Team Building
The various ways to expand your practice. Read more >
PANC 2018: The Future of Retirement Advising
A look at consolidation, the role of recordkeepers and the importance of financial wellness programs. Read more >
MOST POPULAR STORIES
‘Secure Act 2.0’ Likely to Become a Reality

Retirement Plan Execs Confident Senate Will Pass the Bill Into Law

RIA Aggregators Aim for Small-Plan Market Expansion

OneDigital and Ascensus recently announced the availability of a ‘co-created small market solution,’ making OneDigital the latest adviser aggregator to launch a DC plan solution targeted at small businesses.

10th Circuit Affirms Great-West Fee Suit Dismissal

The district court ruling in the case, now backed by an appeals court, stands out for having been filed alongside a sanction declaring the plaintiff’s law firm Schlichter Bogard & Denton behaved “recklessly.”

T. Rowe Price CEO Change Reflects Financial Industry Trends

During a conference call held to discuss the pending retirement of Bill Stromberg, CEO of T. Rowe Price, leaders at the firm highlighted the growing importance of socially responsible investing and the need to improve diversity and inclusion in financial services.

Scrutinizing TDFs and Considering Balanced Funds
Both options hold more than a trillion dollars in assets; weighing their relative merits remains an important task for advisers and their clients.
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