PLANADVISER Weekend Newsdash
Week ending November 20th, 2015
NOTE FROM THE EDITOR
One of this week’s top-read stories led PLANADVISER to chat with ERISA attorney David Levine for a deeper dive into auto-IRAs and state-run plans for the private sector. See below for our story about the DOL’s guidance for states; a look at how different demographics prioritize spending and saving; more on the role of health savings accounts; and still more industry reaction (both positive and negative) to the DOL fiduciary proposal.
Editor's choice
Compliance
DOL Proposes Guidance on State-Run Plans for Private Sector
States offering retirement planning solutions to private-sector workers got their first look at a few highly anticipated (and increasingly controversial) pieces of regulatory guidance this week. Read more >
Data and Research
Different Doesn’t Always Mean Bad
High-deductible health plans coupled with a health savings account mean a change in the way employees pay for health care—as well as landmines for employee disappointment. The answer? Honest, open communication, and make sure it is ongoing. Read more >
Data and Research
Gen Xers and Baby Boomers Confront Savings Challenges
For Generation X, the second-biggest obstacle to saving for retirement is saving for their children’s own education. What’s the biggest one? And how are Baby Boomers saving and spending? Read more >
Data and Research
The Millennial’s Dilemma: Dinners Out, or Retirement?
More than other generations, Millennials put a high value on current experience and quality of life—squeezing their retirement savings. Read more >
Compliance
FPC to Congress: Stop Trying to Stop the DOL
The Financial Planning Coalition asked members of the House of Representatives and the Senate to eject legislative proposals designed to stall the Department of Labor’s fiduciary rulemaking. A paper from the Council for Capital Formation expresses an exactly opposite viewpoint. Read more >
MOST POPULAR STORIES
‘Secure Act 2.0’ Likely to Become a Reality

Retirement Plan Execs Confident Senate Will Pass the Bill Into Law

RIA Aggregators Aim for Small-Plan Market Expansion

OneDigital and Ascensus recently announced the availability of a ‘co-created small market solution,’ making OneDigital the latest adviser aggregator to launch a DC plan solution targeted at small businesses.

10th Circuit Affirms Great-West Fee Suit Dismissal

The district court ruling in the case, now backed by an appeals court, stands out for having been filed alongside a sanction declaring the plaintiff’s law firm Schlichter Bogard & Denton behaved “recklessly.”

T. Rowe Price CEO Change Reflects Financial Industry Trends

During a conference call held to discuss the pending retirement of Bill Stromberg, CEO of T. Rowe Price, leaders at the firm highlighted the growing importance of socially responsible investing and the need to improve diversity and inclusion in financial services.

Scrutinizing TDFs and Considering Balanced Funds
Both options hold more than a trillion dollars in assets; weighing their relative merits remains an important task for advisers and their clients.
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