October 2nd, 2015

PANC 2015: The Flavors of Fiduciary Service The fiduciary investment advice industry is in a state of flux, and it looks like the number of 3(38) investment managers is set to grow, according to a panel of experts at the 2015 PLANADVISER National Conference. Read more > PANC 2015: Optimizing the Investment Menu At one point the trend in defined contribution retirement plans was to expand the investment menu and have self-directed brokerage accounts (SDBA) available, but with all the behavioral finance information that’s been shared, plan sponsors and advisers understand that an expanded menu often confuses participants. Read more > PANC 2015: Trends in Participant Education While many industry practitioners will suggest the importance of retirement plan participant education programs have diminished with stronger uptake of automatic enrollment features, adviser Corby Dall, president and managing partner of 401(k) Advisors Intermountain, is happy to argue otherwise. Read more > PANC 2015: Set It and Forget It Investments Target-date funds can be an automated way to solve participant savings behaviors—unless they’re used incorrectly. Read more > MOST READ ARTICLES 1 Stimulus Bill Extends Some Provisions of the CARES Act 2 Coronavirus Hardship Withdrawals, Taxes and Your Retirement Plan Clients 3 Many Near-Retirees Don't Understand Social Security Benefits 4 Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals 5 The Most Common Retirement Plan Testing Mistakes

Sponsored message from Riskalyze Using Risk to Manage Client Expectations One of the biggest challenges that advisors face when working with their clients is properly setting and managing expectations for portfolio returns. Learn how to gain ROI by talking about risk instead of returns, leading to greater practice efficiency, increased productivity and higher levels of client trust. Read more > House Financial Services Committee Vote Snubs DOL Given President Obama’s strong top-down push for employee benefits reform and a friendlier Senate, conventional wisdom says HR 1090 probably won’t get much further.  Read more > Why Participation Is Low in K-12 403(b) Plans Employers cite several reasons they think employees don’t participate in their 403(b) plans, but it may come down to employees’ inability to save more. Read more > ERIC Asks IRS Not to Eliminate Determination Letters In a comment letter to the Internal Revenue Service about its proposal to eliminate its determination letter program for individually designed plans, the ERISA Industry Committee (ERIC) asked the IRS to reconsider. Read more > New Investment Products and Services New products and services this week include index crediting strategies from Voya Financial and the uptake of PFaroe by NEPC. Read more >

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