Happy Friday, readers! The 2017 PLANADVISER National Conference just wrapped up in Orlando. Find below our preliminary coverage of the conference, and stay tuned over the next week for many more timely articles coming out of the numerous conference speeches, panels and presentations. Enjoy!
J.P. Morgan Asset Management’s Anne Lester describes best practices and emerging strategies for helping plan sponsors deliver better participant outcomes in an evolving retirement landscape.
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The number of Department of Labor investigations of financial advisers has steadily increased over the years; here is a primer on the DOL’s sources of authority, and what to expect when examiners come knocking.