PLANSPONSOR Weekend Newsdash
Week ending January 29th, 2016
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
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 >
Portability a Key Component of President's Retirement Initiatives
Retirement industry providers and others applaud the initiatives announced this week. Read more >
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 >
Oregon Senator Unveils 401(k) Alternative
A national, auto-enrolled retirement savings plan proposal is modeled on the government Thrift Savings Plan. Read more >
Recruiting Techniques That Work
What are the winning questions that help you winnow candidates, and what are your favorite practices? Read more >
Advisers Beware and Be Cautious When Talking Taxes in 2018

During a webinar called to discuss the advisory industry impacts of the Tax Cuts and Jobs Act, experts warned advisers to be ready to decline to offer tax advice during 2018—over and over again.

Confusion Abounds After Fifth Circuit Decision Vacates DOL Fiduciary Rule

The latest decision out of the Fifth U.S. Circuit Court of Appeals throws a dramatic new element of confusion into the epic regulatory saga that has been the rollout of the Department of Labor fiduciary rule.

Three Quarters of Americans Have Not Planned for LTC Needs

Yet nearly six in 10 say saving for long-term care is a financial priority

HSA Knowledge Gap Offers Clear Adviser Service Role

Health savings accounts are often described as the 401(k) of health care—so it is only natural that retirement specialist advisers can play an important role in educating the public about these important savings vehicles; survey data shows more education and advice is desperately needed. 

Advisers Moving to a Client-Centric Model

Advisers are using new planning models and smarter technology, including automation, so that they can offer personalized service, SEI finds.

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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