| Sponsored message from PLANADVISER AND MASSMUTUAL |
| PLANADVISER and MassMutual are pleased to bring you this special edition newsletter, which focuses on client service trends and challenges. We hope you will find insights and strategies to help grow and improve your retirement plan advisory business.
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| Is A Big Shift to Managed Accounts Likely? |
| One retirement planning industry executive feels TDFs have done a lot for a lot of people, “but it’s time to go from a good idea to a great idea.”
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| Participant Advice and Fiduciary Reform |
| Under the proposed DOL fiduciary definition, the types of information given to participants are restricted or permitted and the adviser’s compensation model will also be affected. Yet advisers may be more crucial than ever to participants’ success.
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| Financial Wellness Programs Can Carry a Stigma |
| Employees want help with overall financial wellness, but poor planning and “bad vibes” could prevent them from participating in employer programs.
Read more > |
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| Company Stock Decision Requires Two Hats |
| Recent court cases have brought to life the significant layers of risk involved in offering employer stock as an investment option with a defined contribution plan. Effectively managing the risk requires multiple approaches and skilled quarterbacking.
Read more > |
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