Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 12th, 2017
PLANADVISER National Conference Kicks Off in Orlando
The 2017 PLANADVISER National Conference kicked off Wednesday in Orlando! Get all the information you need on the agenda and on-site events here. We will publish ample coverage of the numerous panels and speakers over the coming week, so stay tuned!  Read more >
IRA-to-IRA Transfers
Under the DOL fiduciary rule, it is a fiduciary act to recommend rollovers and transfers from an existing retirement account, including an IRA, to an IRA you advise. And, because the fiduciary advice results in compensation you would not have received absent the recommendation—namely, the advisory fee—it is a prohibited transaction. Read more >
Nevada's New Advice Standard
The Nevada law raises important conflict of laws and federal pre-emption issues, the former being a procedural dilemma calling for a court to sort out conflicting applicable laws of different jurisdictions, and the latter being the problem of whether, in this instance, federal law overrides the state’s. It also likely will impose additional compliance burdens on advisers who operate in Nevada. Read more >
Millennials Suffering from Serious Financial Anxiety
A variety of financial obstacles ranging from sticking to a budget to saving for the future are keeping Millennials up at night, according to a study by Wells Fargo. Read more >
Walgreen Sued for Keeping Underperforming TDFs in 401(k)
‘Stretch IRAs,’ Multigenerational Inheritance and the SECURE Act
SECURE Act Ensnared in Senate After Flying Through House
IRS Private Letter Ruling Solves Crucial Annuity Transaction Friction Point
The DOL’s Fiduciary Race Ahead of 2021
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Hospital Reaches Settlement With Pension Plan Participants
The case is among a number filed that challenge the “church plan” status of a health care entity’s retirement plan. Read more >
Covisum Rolls Out Portfolio Risk Tool
The platform will allow advisers to help their clients visualize the risk levels of their portfolios in order to navigate the fluctuating market. Read more >
'OOP' Health Care Spending Biting Into Retirement Income
Medicare costs are expected to rise and deliver a significant blow to Americans’ retirement savings, according to a new report by the CRR. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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