PLANADVISER Weekend Newsdash
Week ending September 29th, 2017
NOTE FROM THE EDITOR
Happy Friday, readers! Recently there has been no shortage of industry conversation about the closely related topics of retirement income planning and individual retirement account rollovers. Below you will find timely research and analysis on these crucial subjects. Also, please take note, the 2017 PLANADVISER National Conference kicks off in less than two weeks. In addition, our annual plan adviser and plan sponsor of the year nomination processes remain open, but not for long. Don’t wait to nominate a colleague or client! 
Retirement Income and Rollovers
Reputation Rather than Fees Drives Most IRA-to-IRA Transfers
Firms focusing heavily on promoting low-cost products without considering clients’ preferences for premium service and a stable, trusted brand may fall behind, according to a study by LIMRA. Read more >
Education on Lifetime Income Needed in Not-for-Profit Sector
In-plan lifetime income options can secure certain benefits participants may not find in retail solutions, suggests a new study by TIAA. Read more >
Roth Tax Treatment Remains a Mystery for Many
Survey data covering some 1,000 plan participants shows Roth savings features remain poorly understood and underutilized. Read more >
Retirement Income Language Barrier Remains a Problem
Despite the generally positive perceptions of the benefits of guaranteed lifetime income, only one in four survey respondents age 45 and up plan to purchase an annuity. Read more >
2018 Annual Adviser and Plan Sponsor Award Nominations Are Open
Nomination forms for the 2018 PLANSPONSOR Retirement Plan Adviser of the Year and Plan Sponsor of the Year Awards are now available. The deadline for the 2018 Plan Adviser and Adviser Team of the Year award is October 16, while the deadline for the Plan Sponsor of the Year award is November 6. Read more >
2017 PLANADVISER National Conference
The 2017 PLANADVISER National Conference kicks off in less than two weeks. Follow the link for updated information on the conference schedule and agenda. There are still a few speaking spots open for advisers, as well, so please let us know if you want to participate directly in the conference. Read more >
MOST POPULAR STORIES
Stimulus Bill Extends Some Provisions of the CARES Act

It also provides a way for retirement plan sponsors to avoid a partial plan termination.

Practice Management: Areas of Success

A look at what worked particularly well in 2020 and that could keep propelling growth in 2021.

Missing Participant Guidance Released by DOL

The guidance includes best practices for locating missing participants in addition to best practices for documenting efforts to do so.

Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
Though retirement plans can allow individuals to self-certify that they qualify for a penalty-free coronavirus-related distribution, should the IRS discover otherwise during a future audit, a participant can be subject to substantial penalties.
Retirement Plan Trustee Faces Cybersecurity-Related Lawsuit

The lawsuit says the trustee failed to prevent a fraudulent distribution from a participant's account and is failing to take responsibility.

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