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
Stimulus Bill Extends Some Provisions of the CARES Act

It also provides a way for retirement plan sponsors to avoid a partial plan termination.

Practice Management: Areas of Success

A look at what worked particularly well in 2020 and that could keep propelling growth in 2021.

Retirement Plan Trustee Faces Cybersecurity-Related Lawsuit

The lawsuit says the trustee failed to prevent a fraudulent distribution from a participant's account and is failing to take responsibility.

Democrats Have Won the Power to Fix Union Pensions
A bipartisan compromise solution to end the multiemployer pension crisis is urgently required, sources agree, and one could finally be forthcoming in the U.S. Congress.
Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
Though retirement plans can allow individuals to self-certify that they qualify for a penalty-free coronavirus-related distribution, should the IRS discover otherwise during a future audit, a participant can be subject to substantial penalties.
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