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
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.

HUB Names New Leader for Retirement and Private Wealth

PLANADVISER has learned that HUB International has named Joe DeNoyior as the new leader for Retirement and Private Wealth.

Democrats Have Won the Power to Fix Union Pensions
A bipartisan compromise solution to end the multiemployer pension crisis is urgently required, sources agree, and one could finally be forthcoming in the U.S. Congress.
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.
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