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
Many Retirees Spending More Than They Expected

However, retirees spend 32% less than non-retirees.

Butch Lewis Act Said to Fail to Address Multiemployer Pension Deficits

The Pension Analytics Group says the act would only temporarily mask the deficits, as opposed to reducing them and that the only solution is to reduce benefits across the board.

First Deadline Looming for SEC Electronic Disclosure Compliance

When the SEC adopted the new Rule 30e-3 earlier this year, creating a new system for electronic delivery of fund information, it also established a transition disclosure period that starts in January, during which "funds that choose to implement the new delivery method for shareholder reports provide prominent disclosures in prospectuses and certain other shareholder documents that will notify investors of the upcoming change in transmission format.”

Bristol-Myers Squibb to Terminate $3.8 Billion Pension

It will offer lump sums to participants and transfer the remaining money to a group annuity contract from Athene Annuity and Life.

2019 Planning for DC Plan Clients

Willis Towers Watson offers nine actions for DC plan advisers to help their clients mitigate risks in 2019.

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

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

Subscribe to Adviserdash, click here.
To unsubscribe, click here.
BrightScope / CIO / FWW / Global Custodian / Investor Economics / LiquidMetrix / Market Metrics / Matrix Solutions / PLANADVISER / Plan For Life / PLANSPONSOR / Simfund / The Trade