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.
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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.
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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.
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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.
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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.
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One expert who works on the fiduciary insurance side of the retirement plan industry calls the appellate ruling ‘the best decision ever written in an excessive fee case,’ and one which could dissuade other plaintiffs in similar cases.
A settlement has been struck in an ERISA lawsuit involving the New Jersey-based health care provider a little more than a year after a judge allowed the case to proceed past the defense’s motion to dismiss.
The judge’s opinion sides firmly against the arguments made by the plaintiffs in the case, who are among the many litigants currently represented by the law firm Capozzi Adler.
SageView Advisory Group acquires Los Angeles-based wealth management firm; OneAmerica brings aboard new head of retirement business development; NFP appoints surety leader in Canada; and more.
