Week ending January 29th, 2016 NOTE FROM THE EDITOR Happy Friday, PLANADVISER readers. The top news this week for advisers is the Department of Labor’s fiduciary rule. After much debate, the conflict-of-interest rule is finally up for final review at the Office of Management and Budget. Below are top-clicked articles for the week and other curated content in compliance, client services and practice management.
Editor's choice COMPLIANCE OMB Confirms Receipt of Fiduciary Rule Language After years of speculation and an intense, ongoing retirement plan industry debate, the Department of Labor has advanced its conflict of interest regulations to the Office of Management and Budget for final review. Read more > COMPLIANCE Portability a Key Component of President's Retirement Initiatives Retirement industry providers and others applaud the initiatives announced this week. Read more > CLIENT SERVICE Defaulted Retirement Plan Investors Still Need Coaching Target-date funds and other QDIAs are often thought of as set-it and forget-it investments, but new data from J.P. Morgan Asset Management highlights the need for ongoing guidance and education among DC plan participants. Read more > COMPLIANCE Oregon Senator Unveils 401(k) Alternative A national, auto-enrolled retirement savings plan proposal is modeled on the government Thrift Savings Plan. Read more > PRACTICE MANAGEMENT Recruiting Techniques That Work What are the winning questions that help you winnow candidates, and what are your favorite practices? Read more >
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