PLANADVISER Weekend Newsdash
Week ending August 19th, 2016
NOTE FROM THE EDITOR
Happy Friday, readers! Did you know that you can view our latest print editions online at , in addition to our dedicated daily web coverage, research and videos? Our bimonthly print magazine takes deeper dives into current issues impacting the retirement specialist adviser, bringing critical and actionable insights from leading industry sources. Selections from our latest edition are below, including coverage of the 10-year PPA anniversary, our latest recordkeeper services guide, micro-plan service strategies, and more.  
Editor's choice
The 'Threat' of the PPA
Anyone who works in the retirement plan industry knows it is a world of acronyms, most of which refer to regulations or laws. The first such law with an acronym that I remember watching evolve was the Pension Protection Act of 2006—the PPA. Read more >
2016 PLANADVISER Recordkeeper Services Guide
Retirement plan advisers may often find themselves in the role of matchmaker: working with a defined contribution client to determine which investments and platforms or providers are the best fit. To be in a top position to guide the client, an adviser must keep abreast of the provider community, so as to stay current on what products and services are available to suit each client’s needs. Read more >
Staying Within Bounds
Does the new fiduciary rule create a fine line between education and advice? The answer seems to be a little “yes and no.” Read more >
Servicing Micro Plans
Research consistently shows advisers’ DC skills are badly needed among small-business plan sponsors, especially when it comes to bringing “micro” plans into alignment with the best practices widely adopted by these plans’ larger counterparts. Read more >
Improving Your Business By Partnering With a TPA
Russell Hooker, executive vice president at TPA firm Nova 401(k) Associates Inc. in Houston, thinks of a good plan adviser as acting like a general contractor, playing an overall leadership role but delegating work as needed to skilled experts on the team. Read more >
MOST POPULAR STORIES
What Is a DOL Adviser Investigation Like?
The number of Department of Labor investigations of financial advisers has steadily increased over the years; here is a primer on the DOL’s sources of authority, and what to expect when examiners come knocking.
TOP 100 Retirement Plan Advisers
Noteworthy retirement plan specialists, based on number of plans and total assets under advisement.
Americans Worry About Running Out of Money in Retirement

CPA financial planners say Americans are also concerned about maintaining their lifestyle and not being able to meet rising health care costs.

2019 PLANADVISER Micro Plan Survey
Our annual gathering of data on plans with less than $5 million in assets points to a promising market for advisers
Debt Weighs Heavily on Millennials

They may be grappling with debt for decades to come, according to Nationwide Advisory Solutions.

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

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

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