PLANADVISER Weekend Newsdash
Week ending May 1st, 2020

PLANADVISER publishes the bulk of our news content online, but we are also proud to continue presenting our bimonthly print edition. Complementing our online news, the print edition contains extensive analysis of the most important 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.

Editor's choice
Publisher's Note: How Will We Move Forward?
The country will get through this, but things will not be the same on the other side. Read more >
Pooled Strength
PEPs should be a boon to small employers—how advisers, too, can gain from these plans. Read more >
Keeping Up With the Workplace
Black Americans need more representation in the financial advisory field. Read more >
Let Me Introduce Myself
Advisers talk about how they seek client referrals. Read more >
Invested in Technology
Technology resources for retirement plans and retirement plan advisers have increased dramatically over the last decade and a half. Whether all of the new entrants to the technology space have been improvements could be debated, depending on whom you ask. Read more >
The Risks of DC Investing
Some risks are ‘participant experienced’ and some ‘participant controlled.’ Read more >
New Obligation to the SEC
I’m an investment adviser registered with the Securities and Exchange Commission (SEC). I provide investment advice to individuals about rollovers from 401(k) plans or transfers from existing IRAs (individual retirement accounts) to IRAs that I manage. Will I have to provide a client relationship summary (Form CRS)?  Read more >
On Small Plans and Large
Any size plan could be a target for fee litigation. Read more >
Small-Plan Governance
Advisers can help with the functions of a committee—even a three-member one. 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.

HUB Names New Leader for Retirement and Private Wealth

PLANADVISER has learned that HUB International has named Joe DeNoyior as the new leader for Retirement and Private Wealth.

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.
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.

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