PLANADVISER Weekend Newsdash
Week ending October 21st, 2016
NOTE FROM THE EDITOR
Happy Friday, PLANADVISER readers. Looking back over the last decade of retirement specialist adviser industry coverage, it cannot be denied that the fundamental role of an adviser working in our niche has changed. This has resulted, naturally, in a big shift in the types of products and services advisers prefer—and which providers they look to first. Featured in this weekend’s newsletter is our latest Retirement Plan Adviser Survey, in which advisers frankly assess their preferred investment managers and recordkeepers. Enjoy!
Editor's choice
2016 PLANADVISER Retirement Plan Adviser Survey Highlights
PLANADVISER Editor-in-Chief Alison Cooke Mintzer offers a high-level overview of our annual Retirement Plan Adviser Survey. She observes that some clear differences in rankings are visible in some of the categories, but in many, one provider’s top rank may result from just a few votes, “perhaps showing that advisers find a good percentage of the retirement plan industry recordkeeper and investment providers to be on equal par.” Read more >
PLANADVISER Retirement Plan Adviser Survey: Explore the Findings
Our data parsing tool allows you to dig deeply into advisers’ preferences when it comes to a variety of services and products offered by recordkeepers and investment managers. For example, you can search the top criteria used to decide which funds are appropriate for which plans, or simply view the top 10 mutual fund families favored by advisers overall. Please explore!  Read more >
PLANADVISER Retirement Plan Adviser Survey: Provider Profiles
Readers can also filter research results by firm for a comprehensive look at how a given provider compares with the competition. How do your favorite providers stack up?  Read more >
Survey Background and Methodology
This August and September, approximately 15,000 advisers were asked to respond to the 2016 PLANADVISER Retirement Plan Adviser Survey, developed by the magazine’s editorial and research teams. Read more >
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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.

Missing Participant Guidance Released by DOL

The guidance includes best practices for locating missing participants in addition to best practices for documenting efforts to do so.

Vail Resorts Wins Dismissal of ERISA Fiduciary Breach Lawsuit

The Vail Corp. has skied past a fiduciary breach lawsuit, which was dismissed with prejudice in a detailed ruling.

401(k) Plan Administrator Sues VALIC Over Surrender Fees Charged to Plan

The insurer is charged with engaging in a prohibited transaction under ERISA when the fees were charged during a move to a new provider, as well as with self-dealing.

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