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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When the SEC adopted the new Rule 30e-3 earlier this year, creating a new system for electronic delivery of fund information, it also established a transition disclosure period that starts in January, during which "funds that choose to implement the new delivery method for shareholder reports provide prominent disclosures in prospectuses and certain other shareholder documents that will notify investors of the upcoming change in transmission format.”