PLANADVISER Weekend Newsdash
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 >
MOST POPULAR STORIES
2018 PLANADVISER National Conference
2018 PLANADVISER Recordkeeper Services Guide
Bill Beardsley Exits LPL Retirement Partners Business

At the end of the day there just aren’t all that many people working on retirement plans, so it is only natural that firms will compete for and trade talent.

Rethinking Retirement Plans
A Flexible Approach to Providing Lifetime Income
Participants’ Retirement Outlook Has Improved

Fifty-two percent think they will be able to retire at their ideal retirement age, and 52% say they either somewhat or strongly agree that their savings will last throughout their lifetime.

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

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

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