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Week ending August 19th, 2016 |
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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. |
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| 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 > |
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