PLANADVISER Weekend Newsdash
Week ending October 30th, 2015
NOTE FROM THE EDITOR
Happy Friday, PLANADVISER readers! We are pleased to bring you this inaugural edition of PLANADVISERweekend, a new newsletter that we know will make a great addition to our daily mailings and bi-monthly print publications. Here you will find a selection of the week’s top-clicked articles and other selected content curated by the PLANADVISER staff—all to help you stay informed and prepare for another busy week running your businesses and improving retirement plans. 
Editor's choice
Retirement Preparedness Needle Not Moving
Financial Finesse offers suggestions for improving employees’ retirement preparedness and making sure Millennials do not end up in the same situation many Baby Boomers are in now. Read more >
Technologically Savvy Advisers Reap More Assets
Technologically savvy advisers, which Fidelity Clearing & Custody is dubbing “eAdvisers,” reap several advantages. They have nearly 40% more assets under management, attract more Gen X and Gen Y investors and are more adept at expanding their geographic reach. Read more >
Income Planning Requires Annuity Know-How
With Senator Elizabeth Warren’s (D-Massachusetts) annuity report grabbing headlines this week, readers told us it’s important for lawmakers to remember there are big differences between retail and institutional advisory practices. Here’s what it takes to bring annuities to clients.  Read more >
OCIO Market Expansion Reaching Public DBs
This week we heard from Cerulli Associates that asset managers and advisory firms are benefitting from strong growth in outsourced chief investment officer business among a relatively untapped client bases—public defined benefit plans. Read more >
Rx Costs Drive Up Amount Needed for Retirement
Plan sponsors are charging headlong into open enrollment season—and chances are they are feeling some pain from premium growth. Research released this week finds one real source of pressure is the cost of prescription drugs.  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.

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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