PLANADVISER Weekend Newsdash
Week ending June 5th, 2020

Greetings loyal PLANADVISER readers. For this weekend’s mailing, we felt compelled to put a spotlight on some of our recent coverage about the lack of diversity and multicultural representation in the retirement plan services industry. The motivation for doing so is obvious, though that does not make the challenge of improving diversity easier. With that in mind, we hope some of the voices in these articles can help inspire change. Thanks as always for reading, and stay well!

Editor's choice
Keeping Up With the Workplace
Black Americans need more representation in the financial advisory field. Read more >
Female Advisers Lead the Push for Greater Diversity
They believe that the role of advisers has become more holistic, making the profession more appealing and accessible. Read more >
Tackling the Industry’s Diversity and Inclusion Problem
Even though African Americans make up about 13% of the United States population, the U.S. Bureau of Labor Statistics reports this group accounts for only about 7.6% of financial services professionals. Read more >
Inclusion, Diversity and the Noble Purpose of Advisers
The principal of financial adviser inclusion and diversity at Edward Jones reflects on her job leading the advisory company’s revamped diversity efforts—informed by her own first career as an adviser in the field. Read more >
Lessons from the Edward Jones Women’s Conference
Speakers and attendees at the event, which drew some 200 leading female advisers from across Edward Jones, emphasized the importance of mentorship and providing a robust support structure for new advisory professionals. 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.

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.
Practice Management: Areas of Success

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

SECURE Act and CARES Act Still Demand Client Diligence

As an example, if a plan sponsor has not yet started tracking part-time employees to see whether they accumulate 500 hours of service in 2021, they should begin doing so immediately.

Why Annuities Are So Helpful in Today’s Market Environment

Thanks to increases in longevity and lower expected returns from stocks and bonds in the foreseeable future, annuities are now seen as a big part of the solution.

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