PLANADVISER Weekend Newsdash
Week ending April 3rd, 2020

Another week has passed as the United States and nations around the world grapple with the impact of the coronavirus pandemic. One big stimulus package has been passed by Congress, and debate has already started on follow up relief legislation. Moving forward, plan sponsors face tough choices about freeing up hardship withdrawals and expanding loan options for participants. Some may even choose to suspend contributions or take other drastic measures. As we tackle these challenges together, we hope you find some helpful information below, and encourage you to share some of what you read with a client or colleague.

Editor's choice
SEC Says Coronavirus Will Not Delay Reg BI, Form CRS
“The uncertainties caused by COVID-19 have not changed our perspective or commitment,” SEC Chairman Jay Clayton says. Read more >
Hard Choices Ahead About Easing Hardship Withdrawals
With the coronavirus pandemic causing acute financial harm to so many Americans, plan sponsors may feel compelled to offer hardship withdrawal relief in their plans; plan advisers can help them make the best decisions for their workforce by, for example, endorsing loans over outright withdrawals.  Read more >
Building Digital Connections in a Socially Distant World
Those few remaining advisers who have been reluctant to integrate digital communications as a core part of their client service strategies have little choice but to reconsider in this new world. Read more >
How to Run a Remote Advisory Firm
‘This is likely the moment we will become full-time remote and never go back,’ one adviser says. ‘The challenge will be maintaining camaraderie.’ Read more >
Staying Audit Ready in a Turbulent Time
As one might expect, what the Department of Labor (DOL) and the Securities and Exchange Commission (SEC) are particularly interested in is how advisers are paid. Read more >
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The CEO of the nation’s No. 2 recordkeeper says Empower’s focus will continue to be on a best-in-class user experience.

‘Secure Act 2.0’ Likely to Become a Reality

Retirement Plan Execs Confident Senate Will Pass the Bill Into Law

Efforts to Boost Americans’ Retirement Savings Continue at Full Speed

Congressional leaders and asset management executives say they are committing to furthering legislation to expand coverage and boost savings

The Future of Health Care—and What It Means for Retirement Planning

As health care costs rise, there is more overlap than ever between health decisions and financial decisions. So much is obvious to forward-thinking financial advisers, but what is less clear is where health care itself is heading in the 21st century.

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