PLANADVISER Weekend Newsdash
Week ending November 17th, 2017
NOTE FROM THE EDITOR
Greetings and happy Friday! Regular readers of our daily news coverage will no doubt be familiar with the enormous amount of uncertainty that has become more or less the norm in the retirement planning community—centered on the ever-shifting outlook for the DOL fiduciary rule, the prospects for tax reform, a shifting health care landscape, and so many other avenues that affect the work of advisers. But one thing that should also be clear is that the fundamentals of client service remain remarkably stable over time. Collected below is a helpful series of articles and research, identifying the pillars of customer service. We hope you will share some of what you read with a client or colleague. 
Client Service
Retirement Plan Participants Need More Familiarity With Investment Fees
Even among participants who said they were very familiar with their plan’s fees, 33% hadn’t read any fee disclosures in the past year, according to research from The Pew Charitable Trusts. Read more >
Results From Use of Auto Portability Product Released
Spencer Williams, from Retirement Clearinghouse, says the findings show the potential to preserve trillions of future retirement savings dollars for retirement plan participants through the widespread adoption of auto portability. Read more >
Reflections on Roth As Tax Debate Unfolds
The J.P. Morgan Guide to Retirement is a major annual project for the retirement strategy and investing team at J.P. Morgan Asset Management. This year the guide includes an extensive analysis of the Roth 401(k) retirement savings vehicle. Readers will surely know the basics about Roth retirement savings—but the guide lays out just how complex the task of actually analyzing an individual workers’ long-term tax picture can be. Read more >
2017 PLANADVISER Adviser Value Survey
According to the 2017 PLANADVISER Adviser Value Survey, plans overseen by advisers are often better off. This is particularly evident when it comes to plan design and oversight—such as the use of automatic features, an investment policy statement and quarterly investment reviews. The adviser can point out years of experience using successful elements of retirement plans and, thereby, reassure sponsor clients to step up to the plate and make the right, and sometimes brave, decisions for their plan. Read more >
MOST POPULAR STORIES
Asset Managers Weigh In on DC Plan Investment Trends

They foresee growth in the use of CITs, retirement income products and ESG investments.

The 2022 Retirement Landscape Takes Shape

The U.S. faces a $4 trillion retirement savings gap heading in the new year, but both public and private solutions are coming online to help more people prepare adequately for life after work.

Moving From Words to Actions on Diversity, Equity and Inclusion
Adviser industry professionals tasked with addressing the serious lack of diversity and inclusion in their field say the events of the past few years have helped supercharge efforts to solve a longstanding problem.
The 2022 M&A Outlook: Bumper or Bust?
Experts foresee strong interest in retirement industry merger and acquisition deals continuing next year, but firms may have more difficulty securing top talent as the number of transactions mounts.
The 2022 Retirement Legislation Landscape Takes Shape

The SECURE Act became law at the very end of 2019, ushering in major changes for the retirement planning industry, and experts are again asking whether the close of 2021 could bring similar progress.

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