PLANADVISER Weekend Newsdash
Week ending January 3rd, 2020

Happy Friday, readers, and a happy New Year! Thank you for reading the first edition of PLANADVISERweekend published in 2020. This year, each Friday, PLANADVISER will bring you the most popular articles published in recent weeks, curated by theme. The first Friday of the month will focus on Practice Management; second Friday, Investing; the third Friday of each month we will bring you articles focused on Client Service; and the fourth Friday will be focused on Health Care and Other Benefits. Five Fridays in a month happens only quarterly, but that week our topic will be Rollovers.

Editor's choice
To Surmount the Gender Gap
The financial adviser management industry has a well-known gender gap. In 2018, of the 537,000 financial advisers accounted for by the Bureau of Labor Statistics’ Current Population Survey (CPS), 33.5% were women. Read more >
2019—the Year of Mergers and Acquisitions
Wells Fargo, PSC, Aspire, Charles Schwab, Hub International, CAPTRUST and many other firms have been involved in significant merger and acquisition activity this year. Read more >
A New Way to Think About Building a Retirement Planning Practice
What is your closing rate for 401(k) plans? Have you tried offering simpler solutions? Read more >
2020 Will Be Another Year of Adviser Philanthropy
The editorial team of PLANADVISER was blown away by the generosity of advisers recognized in our 2019 Advisers Giving Back program, and we’re already working on new stories of giving for 2020. Read more >
PLANADVISER Practice Benchmarking Survey
Of note this year was an increase in the number of advisers stating they are registered investment advisers (RIAs) only. Read more >
Facts You Haven’t Learned About HSAs
One overlooked benefit of HSAs is that people can actually spend money on qualified health care expenses out of pocket and then reimburse themselves tax-free via the HSA once they enter retirement.  Read more >
MOST POPULAR STORIES
‘Secure Act 2.0’ Likely to Become a Reality

Retirement Plan Execs Confident Senate Will Pass the Bill Into Law

Health, Family, Purpose, Finances: ‘The New Four Pillars of Retirement’ 

Edward Jones and Age Wave say advisers should take a new approach to working with retirees by helping them determine what they want to do when they stop working.

Excessive Fee Lawsuits Expected to Continue to Rain Down on Plans
Settlements have totaled more than $1 billion, making insurers think twice about new fiduciary insurance policies.
Judge Significantly Pares Down Claims in ERISA Excessive Fee Suit

Some claims against Konica Minolta and its 401(k) committee were moved forward but all claims against the company’s board were dismissed.

Retirement Plan Clients Should Anticipate DOL Cybersecurity Inquiries

Attorneys have confirmed that the DOL has begun an audit initiative and is asking for a broad range of cybersecurity information and documentation.

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