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
Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
Though retirement plans can allow individuals to self-certify that they qualify for a penalty-free coronavirus-related distribution, should the IRS discover otherwise during a future audit, a participant can be subject to substantial penalties.
2020 PLANADVISER National Conference
A New World and New Opportunities for Alpha
Pandemic-driven volatility has once again highlighted the relative virtues of active and passive management.
People of Color Report Limited Retirement Investments

They also say they are not making headway on their retirement goals.

CAPTRUST Acquires Retirement Planning Practice From Plante Moran Financial Advisors

The ‘carve-out’ acquisition brings CAPTRUST’s assets under advisement to $400 billion and represents the continuation of an important retirement plan industry trend involving large, diversified financial services firms.

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