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Wednesday, September 14th, 2022
A biweekly topical newsletter from PLANADVISER
Small Plans and Expanding Coverage
The defined contribution retirement plan industry has come a long way in the past few decades, growing to cover a sizable portion of the U.S. working population at the same time that pension plans have declined in prevalence. One of the clear challenges that remain, as explored in this edition of the PLANADVISER Spotlight newsletter, is expanding DC plan coverage to the small business community—and ensuring access to high-quality financial services support for communities of color and other underrepresented groups.
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Practice Management
Why a Regional Bank Feels Well-Positioned for Small-Plan Success
‘We, as the fiduciary adviser, can step in and leverage our investment experience and retirement insights to help business owners look out for their employees and help them prepare for retirement.’
Client Service
Lessons From One Adviser’s Small-Plan Experience
Small plans—usually the most underserved in the market—have a tremendous need for the expertise of experienced retirement plan advisers.
Compliance
Senate Finance Committee Proposes Final Text for EARN Act
The fully amended bill clarifies the Senate's position on retirement reform, as the Senate and House approach a final deal expected late this year.
Client Service
How Advisers Can Help Smaller Nonprofits
While serving the nonprofit market is comparable to serving small businesses, the market also comes with its unique set of challenges and opportunities.
Products
In Evolving Industry, 3Nickels Embraces App-Based Planning Approach
The scalable advisory solution from GuidedChoice has two tiers—one free and the other paid—through which a client’s financial picture can be examined.
Client Service
The New Vesting Schedule Debate
Surveys and anecdotal evidence suggest plan sponsors are shortening their plan’s vesting periods, but there remains disagreement in the industry about whether vesting schedules may in fact disappear.
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