PLANADVISER Weekend Newsdash
Week ending October 6th, 2017
NOTE FROM THE EDITOR
Happy Friday readers! In anticipation of next week’s 2017 PLANADVISER National Conference, this mailing focuses on the topic of practice management. Find below timely research, news articles and features that will help you maximize client service and growth strategies. Enjoy reading, and we hope to see you next week in Orlando!  
Practice Management
Mapping Industry Change Just Part of the Job
From a rapidly evolving recordkeeping provider landscape to a potential wholesale rewrite of the tax treatment of retirement assets, today’s environment puts advisers and their clients in a constant state of flux. Read more >
Industry Trends Threaten Traditional Broker/Dealer Model
Broker/dealers can address new regulatory pressures, and new competition, by enhancing their value proposition and embracing technology, a report by Cerulli suggests. Read more >
J.P. Morgan Retirement Link Sales Head Dissects Advisory Industry Progress
Charlie Cote, head of Retirement Link Sales at J.P. Morgan Asset Management, reflects on two decades of working with defined contribution retirement plan investors. Read more >
PLANADVISER Practice Benchmarking Survey
What do retirement plan advisers view as their biggest challenges? Their greatest opportunities? What are the primary benefits they receive from custodians and broker/dealers? Read more >
Many Asset Managers, B/Ds Don’t Trust Compliance Programs
In addition, many are not confident in their firm’s cybersecurity. Read more >
PLANADVISER Adviser Value Survey
A survey of plan sponsors reveals what services from their retirement plan advisers they perceive to be beneficial. Read more >
MOST POPULAR STORIES
IRS Life Expectancy Tables Updated for Retirees

The actuarial update is important for plan sponsor clients to note, but the effect to regular business is likely limited, as the individuals most affected are likely no longer employed by the plan sponsor.

Meet Dave Barry, Professional Humorist and Pulitzer Prize Winner

Among his accomplishments, Barry won the Pulitzer Prize for commentary, although he misplaced it for several years, which is why his wife now keeps it in a secure location that he does not know about.

The Most ‘Outrageous’ ERISA Complaints Yet Filed?

One fiduciary insurance expert who has long been tracking ERISA litigation says a spate of new complaints filed in recent weeks are the ‘most outrageous’ the industry has ever seen.

Keeping Up with the Securing a Strong Retirement Act

Because different provisions are included in the House and Senate versions of the ambitious retirement reform legislation, a reconciliation process is likely in store.

Booz Allen Hamilton, Others Face Passive TDF Performance Lawsuits

Unlike many other ERISA lawsuits, the complaints suggest the plan fiduciaries in question should have considered more expensive target-date funds that might have performed better.

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