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
The 2022 Retirement Landscape Takes Shape

The U.S. faces a $4 trillion retirement savings gap heading in the new year, but both public and private solutions are coming online to help more people prepare adequately for life after work.

Asset Managers Weigh In on DC Plan Investment Trends

They foresee growth in the use of CITs, retirement income products and ESG investments.

Launch Announced for MarylandSaves State-Run Retirement and Emergency Savings Program

The plan will automatically convert savers’ assets to a monthly paycheck at retirement unless they opt out of doing so.

Plaintiffs File ERISA Excessive Fee Lawsuit Against VCA

The lawsuit claims the veterinary hospital network’s retirement plan, which has more than $500 million in assets, should have paid lower fees for recordkeeping and administrative services.

Retirement Industry People Moves

Portfolio Evaluations adds senior fiduciary consultant; Voya Investment Management to acquire Tygh Capital Management; and Alan Biller and Associates makes key promotions.

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