PLANADVISER Weekend Newsdash
Week ending October 19th, 2018

Happy Friday, readers! Please note that today is the deadline for making nominations for the 2019 PLANSPONSOR Retirement Plan Adviser of the Year awards program. If you work with or for, or know of, a great plan adviser or plan adviser team, please help us recognize the best in the business. It doesn’t take long to make a nomination—more comprehensive information will be solicited from the candidates later this year. Thanks for your help! 

Editor's choice
2019 PLANSPONSOR Adviser of the Year Nominations Close Friday
The nomination process is still open for the 2019 PLANSPONSOR Retirement Plan Adviser of the Year Awards, but not for long! The nomination form will only be available through Friday at 11:59 p.m. EST.  Read more >
The Roll of the Adviser
It’s back to the old days for advising on rollovers, right? Maybe not. The Department of Labor (DOL)’s revised fiduciary rule, vacated by a 5th Circuit Court of Appeals mandate in June, no longer applies—but don’t be surprised if it has a lasting impact on how plan sponsors scrutinize rollover advice from advisers. Read more >
Advisers Need to Focus on Relationship Management, Vanguard Says
This means building trust by underscoring that they are acting in the client’s best interest and also getting to know them personally. Read more >
How Advisers Can Expand Their Prospecting Methods
With all of the lawsuits being filed against retirement plans, sponsors are more likely than ever to look for an adviser who can help them with their fiduciary responsibilities, says Brian Hart, president of Flackable, a public relations and digital marketing agency in Philadelphia. “Now is the time to invest in prospecting,” he says. Read more >
Future Faces of Advising
As a whole, the retirement plan industry needs to figure out a way to attract women and minorities to join the field, according to speakers at the 2018 PLANADVISER National Conference.  Read more >
MOST POPULAR STORIES
Stimulus Bill Extends Some Provisions of the CARES Act

It also provides a way for retirement plan sponsors to avoid a partial plan termination.

Practice Management: Areas of Success

A look at what worked particularly well in 2020 and that could keep propelling growth in 2021.

HUB Names New Leader for Retirement and Private Wealth

PLANADVISER has learned that HUB International has named Joe DeNoyior as the new leader for Retirement and Private Wealth.

Retirement Plan Trustee Faces Cybersecurity-Related Lawsuit

The lawsuit says the trustee failed to prevent a fraudulent distribution from a participant's account and is failing to take responsibility.

Democrats Have Won the Power to Fix Union Pensions
A bipartisan compromise solution to end the multiemployer pension crisis is urgently required, sources agree, and one could finally be forthcoming in the U.S. Congress.
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