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
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.

Retirement Plan Trustee Faces Cybersecurity-Related Lawsuit

The lawsuit says the trustee failed to prevent a fraudulent distribution from a participant's account and is failing to take responsibility.

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.
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