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

GKN Latest to Face Scrutiny Over GoalMaker Service

Though its GoalMaker portfolio management solution features prominently in the plaintiffs’ allegations, Prudential is not a party in the case.

Well-Funded HSAs Are a Retirement 'Superpower'

Having an HSA going into retirement is ‘incredibly powerful,’ experts say, because money is being saved and spent as efficiently as possible.

A Year of Disruption Spotlights Tech, Cybersecurity

Advisers are increasingly focused on social media marketing, technology that can deliver investment personalization, and cybersecurity.

New Benartzi Paper Dissects Narrow Framing Phenomenon

Would you accept a bet in which you win $200 if a coin lands on heads and lose $100 if it lands on tails? What if you could play twice?

Only 31% of Hispanic Workers Participate in a Workplace Retirement Plan

Morningstar says there are several factors besides lower income that could contribute to the lower savings relative to other demographic groups.

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