PLANSPONSOR 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
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes

It appears some last-minute amendments have largely removed controversial provisions from the Senate’s version of tax reform legislation that would have had a big impact on governmental 457 and nonprofit 403(b) plan sponsors.

Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth

The American Retirement Association says that tax reform could be a disincentive for small businesses to offer retirement plans; however, as one reader shares, there are counter considerations having to do with Roth 401(k) options that could mitigate some of the concern.

Settlement Ends Fujitsu Lawsuit Filed Over Plan Fees, Custom TDFs

In their lawsuit, the plaintiffs called the Fujitsu plan one of the most expensive in the country and specifically called out the design and implementation of the plan’s custom target-date funds.

Lawsuit Filed in Colorado District Court Shows Great-West Targeted by Fraud

The richly detailed text of the complaint shows multiple individuals are accused of defrauding Great-West and depositing ill-gotten assets in a variety of U.S. banks, resulting in fraud and money laundering charges. 

DOL Rule Provides Tailwind for Adoption of Outsourced Fiduciary Services

For the $5 million to $500 million DC plan market, advisers and consultants offering 3(38) discretionary investment advice are more common.

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

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

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