PLANADVISER Weekend Newsdash
Week ending October 13th, 2017
NOTE FROM THE EDITOR
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!
PLANADVISER National Conference
PANC 2017: The New Conflict of Interest
Under the evolving fiduciary landscape, how can an adviser protect the business while offering effective advice to clients? Read more >
PANC 2017: Maximizing the Workplace Savings System
Retirement plan advisers are in a unique position to help working Americans build wealth and a sense of security and dignity when it comes to thinking about long-term finances. Read more >
PANC 2017: Plan Sponsor Confidential
Two winners of the Plan Sponsor of the Year awards program reveal how their advisers helped move the dial on their plans. Read more >
PANC 2017: How Data Interpretation Affects Retirement Projections
Two leading retirement industry executives refute the claim that the nation faces a retirement crisis and point to several ways retirement plans can be strengthened. Read more >
PANC 2017: Helping Your Clients With Governance
Having structured processes in place is key. Read more >
PANC 2017: Guide to the Markets
J.P. Morgan Funds economist Dr. David Kelly sees the greatest opportunities in emerging markets and Europe. Read more >
PANC 2017: Business Models of the Future
Despite changes brought on by the DOL’s fiduciary rule, retirement plan advisers should focus on structuring their business model to best service plan sponsors and participants. Read more >
PANC 2017: How Data Interpretation Affects Retirement Projections
Two leading retirement industry executives refute the claim that the nation faces a retirement crisis and point to several ways retirement plans can be strengthened. Read more >
PANC 2017: Stronger DC Plans Built for a Changing World
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. 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.

rss icon twitter icon linkedin-in icon facebook icon
ISS MEDIA logo
Unsubscribe | Manage Subscriptions | Contact Us | Privacy Policy | Advertise
©2022 Asset International, Inc. All rights reserved.
702 King Farm Boulevard, Suite 400, Rockville, MD 20850