Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 28th, 2016
Detailed Fiduciary Rule FAQ Published By DOL
Acknowledging that “smart regulation is only as effective as its implementation,” the DOL has issued extensive guidance for advisers and providers seeking to comply with the new conflict of interest standards and prohibitions. Read more >
No Doubt Commissions Are Fading
A new report finds one in four financial services firms are already planning to decrease commission pay in 2017. Read more >
IRS Announces 2017 Limitations for Retirement Plans
The deferral limit for defined contribution plan participants remains unchanged at $18,000. Read more >
Prime Money Market Fund Exodus Slowing
Prime money market fund managers have been making changes in an attempt to win back assets. Read more >
House Subcommittee Witnesses Bash SEC’s Regulation Best Interest
Consider All Individual Circumstances Before Suggesting 4% Retirement Income Withdrawal
2019 PLANSPONSOR Retirement Plan Adviser of the Year Finalists
Will Your Errors and Omissions Insurance Policy Keep You Dry?
IBM Asks Supreme Court to Review Stock Drop Decision
Sponsored message from T. ROWE PRICE
2016 PLANADVISER National Conference Coverage
Visit the Retirement Resource Center and access selected articles and topics covered at the 2016 PLANADVISER National Conference. Read more >
NTSA Adopts Policy to Apply Fiduciary Rule to Governmental 403(b)s
“This policy is in keeping with NTSA’s long-standing support for effective and clear disclosure of fees, compensation and alternatives within 403(b) plans,” says NTSA Executive Director Chris DeGrassi. Read more >
Morgan Stanley Fiduciary Rule Adjustments Seek Flexibility
Morgan Stanley says its wealth management clients working with advisers “will continue to have choice in how they pay for retirement accounts covered by the new Department of Labor fiduciary rule.” Read more >
Cetera Expands Fiduciary Analytics with ‘iAnalyze’
Cetera Financial Group announced the launch of iAnalyze, a new practice management analytics tool aimed at supporting fiduciary oversight and compliance. Read more >
AccountantsWorld 401(k) Solution Targets Small Employers
The platform will perform “virtually all administrative tasks required by a company to offer a 401(k), removing this burden from company employees and executives.”   Read more >
Investment Product and Service Launches
John Hancock introduces TDF analyzer tool; Charles Schwab enhances Institutional Intelligence Portfolios; Millennium Trust expands Fund Custody Solution; and more. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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