PLANADVISER Weekend Newsdash
Week ending December 4th, 2020

Complementing our online news, the bimonthly print edition of PLANADVISER contains extensive analysis of the most important retirement industry events and market trends. We also present our own proprietary research and columns from leading ERISA attorneys. Find some of our latest “print coverage” linked below, including selected findings from the 2020 Retirement Plan Adviser Survey.

Editor's choice
A Careful Inspection
Advisers can help clients assess whether they’re fulfilling their role as fiduciaries. Read more >
2020 PLANADVISER Retirement Plan Adviser Survey
Retirement plan advisers, perhaps more than any other experts in our industry, have a good sense of the relative strength of the products and services offered by investment and recordkeeping providers. Read more >
Never Too Late
Strategies to help clients who are behind on saving ‘retrieve’ lost time. Read more >
Inflation Protection for DC Investors
TIPS? REITs? Infrastructure stocks? What inflation-sensitive assets will help this time? Read more >
Keeping Clients Safe
Past Advisers of the Year discuss the evolution of their fiduciary services. Read more >
Whether—and How—to Vote Proxies
The DOL has held the position that the fiduciary act of managing ERISA-covered plan assets includes the management of voting rights, and shareholder rights, appurtenant to shares of stock.  Read more >
A Return to Rollover Advice
Most of my clients are individuals, and many of my new client relationships are individual retirement accounts resulting from my rollover recommendations to people who are 401(k) participants. I don’t provide advice, or any other services, to 401(k) plans. How does the Department of Labor (DOL)’s recent proposed exemption affect the rollover advice I provide to plan participants? Read more >
MOST POPULAR STORIES
TIAA Faces New Managed Account Rollover Complaint Months After Settling SEC Charges

A new lawsuit suggests the individual advisory program TIAA clients were rolled into was significantly more expensive and generated hundreds of millions of dollars in fees for TIAA—without providing commensurate performance benefits.

DOL Announces Anticipated ESG Fiduciary Investing Rule

Agency leaders say the principal idea of the new proposal is that climate change and other ESG factors can be financially material and, when they are, considering them will inevitably lead to better long-term risk-adjusted returns.

Social Security Benefits Will Grow 5.9% in 2022 Amid Renewed Inflation Concerns

The important federal benefit increases when the cost of living rises, as measured by the Department of Labor’s Consumer Price Index for Urban Wage Earners and Clerical Workers, or the ‘CPI-W.’

Plaintiffs Claim Deloitte Breached ERISA Prudence Duties

Arguments in the new case closely resemble previous lawsuits filed against other firms citing the ERISA fiduciary duties of prudence and of monitoring fiduciaries.

Aon Triumphs in ERISA Suit Over Lowe’s Investments

A judge determined the firm didn’t breach its ERISA fiduciary duties when it encouraged Lowe’s to move more than a billion dollars in plan assets to one of Aon’s own investment funds.

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