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
Education About Tax Treatment and Fees Could Boost 401(k) Participation

Findings from a Capital One survey about why employees do not participate in their employer-sponsored retirement plan offers opportunities for education, according to Stuart Robertson.

IRS to Focus on Retirement Plan Distributions and 403(b) Plan Rules in 2019

A Program Letter lists compliance strategies for the agency for next year.

How Rising Interest Rates Affect Stable Value Funds
While money market funds may look more appealing in the short run, this is not expected to last.
Inertia Remains a Plan Sponsor Problem, Too

The language of “inertia” and “disengagement” are often used to describe the natural state of retirement plan participants, but new research from Wells Fargo suggests plan sponsors are also prone to settling with the status quo.

Kaleida Health Faces 403(b), 401(k) Plan Fee Lawsuit

The complaint specifically calls out the 11 T. Rowe Price target-date funds (TDFs) offered by the plans, saying they are all adviser or retail class funds—as opposed to investor or institutional class funds.

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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