PLANSPONSOR Weekend Newsdash
Week ending October 20th, 2017
NOTE FROM THE EDITOR
Happy Friday, readers! The theme of this week’s newsletter is client service. If you are not already aware, we are hosting half-day versions of the 2017 PLANSPONSOR National Conference over the next three weeks in various cities. The event is sure to offer information to help you serve your plan sponsor clients better. We learned through live polling at the 2017 PLANADVISER National Conference that 61% of advisers are “winging it” when it comes to offering financial wellness programs. The session about financial wellness pointed out that there is no single defined path for offering financial wellness—but explored the various options available to advisers. The session at the conference about adviser tools and support uncovered a host of applications that several advisers described as “game changers.” Two winners of the 2017 Plan Sponsor of the Year awards program spoke on the “Plan Sponsor Confidential” panel, noting how their advisers gave them the “courage” to adapt progressive automatic features. Vanguard says that in order to gain clients’ trust, advisers need to emphasize that they are acting in their best interests and let them know that they are valued and respected. Enjoy this edition of PLANADVISER Weekend.
Editor's choice
Events & Webcasts
Best of PLANSPONSOR National Conference
At PLANADVISER, we know how valuable your time is. That’s why we’ve taken the most important topics discussed at the recent 2017 PLANSPONSOR National Conference and packaged them into a convenient ½-day agenda hosted in a city close to you! If you are a retirement plan adviser, there is no better way to stay up to date on the latest challenges facing your clients. Choose to attend in Chicago—Oct. 24, Boston—Oct. 25, New York—Oct. 26, Newport Beach—Nov. 1, or Dallas—Nov. 2! Register here: Read more >
Client Service
PANC 2017: Financial Wellness
There seems to be no consensus on a definition of the trendy term, but plan advisers can create their own business model for offering a ‘financial wellness’ program. Read more >
PANC 2017: Understanding Adviser Tools and Support
Panelists discussed a number of “game changing” applications, noting that new ones are constantly being introduced. Read more >
PANC 2017: Plan Sponsor Confidential
Two winners of 2017 Plan Sponsor of the Year awards reveal how their adviser helped move the dial on their plans. Read more >
Vanguard Emphasizes Trust in Client and Adviser Relationships
A study suggests best practices for advisers to gain an investor’s confidence. Read more >
MOST POPULAR STORIES
Myths and Realities About Spending in Retirement

Some people are running out of money in retirement, but many are refusing to spend and are living below their means. Are they doing so out of fear, or do they just not need as much?

2018 PLANADVISER National Conference
More Than Half of Workers Worry About Their Financial Future

To help allay their fears, MetLife has issued the first of four white papers on financial wellness.

Retirement Industry People Moves

Voya Adds Account Executive for Large Corporate Market Business; Stadion Appoints Vice President of Business Development; OneAmerica Hires Client Relationship Executives; and more.

2018 PLANADVISER DCIO Survey
An overview of the top providers.

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

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

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