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
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.

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.

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.
Open MEPs Could Create Many Opportunities for Advisers
Should Congress or federal regulators eliminate the common nexus and bad apple rules that have held back open multiple employer plans, experts anticipate many more small businesses will jump in.

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

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

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