PLANSPONSOR Weekend Newsdash
Week ending December 16th, 2016
NOTE FROM THE EDITOR
Happy Friday, readers! With this being one of the last weekend mailings we’ll bring to you in 2016, we thought it was important to highlight what really matters most in the advisory business—serving clients well. At a time of fiduciary and market evolution, keeping the client’s interests front and center will no doubt pay dividends. Compiled below are some recent articles on doing just that. 
Editor's choice
Laser Focus on Clients Pays Off
Advisers who concentrate on their clients’ interfaces have the fastest growing firms.  Read more >
Managing Partner Study Groups Circulate Best Practices
What does the client need? What are the tools and things you provide the client? How do you manage a committee from a fiduciary standpoint? These are all crucial points of discussion within and among advisory firms.  Read more >
Providers Recognizing Need for Better Retirement Communications
Retirement plan provider firms have made signification additions or improvements to their retirement readiness tools, and recent digital innovations include responsive design. Read more >
Social Media Boosting Client-Adviser Relationships
Although several regulations still limit use of social media in retirement planning and the wider financial-services industry, many advisers are finding that platforms like Facebook and Twitter are becoming excellent tools for building client relationships.   Read more >
Investment Industry Must Double Down on Fairness and Transparency
In the retirement planning and investment industry of the near- and long-term future, providers’ motivations will play a deep role in determining success. Read more >
MOST POPULAR STORIES
Tax Bill Passed By Senate Backs Off 457(b), 403(b) Plan Changes

It appears some last-minute amendments have largely removed controversial provisions from the Senate’s version of tax reform legislation that would have had a big impact on governmental 457 and nonprofit 403(b) plan sponsors.

Education on Lifetime Income Needed in Not-for-Profit Sector
In-plan lifetime income options can secure certain benefits participants may not find in retail solutions, suggests a new study by TIAA.
Pass-Through Tax Reform Impact on Small Businesses May Be Mitigated via Roth

The American Retirement Association says that tax reform could be a disincentive for small businesses to offer retirement plans; however, as one reader shares, there are counter considerations having to do with Roth 401(k) options that could mitigate some of the concern.

Average Worker Will Pay More Than $150K in 401(k) Fees

Higher-income workers, making $90,000 a year, will pay $277,000, according to America’s Best 401k.

Congressional Democrats Continue Push on Butch Lewis Act

The legislation would take steps to provide additional anti-cutback protections for Teamsters, miners, and other unionized American workers who have paid significant sums into multiemployer pension funds.

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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