PLANADVISER Weekend Newsdash
Week ending November 6th, 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
A Return to Rollover Advice
The DOL revisits the potential for adviser/client ongoing relationships. Read more >
Whether—and How—to Vote Proxies
DOL proposal could complicate this plan-fiduciary job. Read more >
How to Show Your Worth
Best practices for navigating today’s ‘out of control’ RFP process. Read more >
Cures for Virtual Meeting Fatigue
For so many adviser firms across the retirement space, the way they conduct business has changed drastically since the start of the pandemic, which has forced employees and clients to observe social distancing rules. 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 >
MOST POPULAR STORIES
GKN Latest to Face Scrutiny Over GoalMaker Service

Though its GoalMaker portfolio management solution features prominently in the plaintiffs’ allegations, Prudential is not a party in the case.

Older 401(k) Participants Moving to TDFs More So Than Younger Participants

Participants in their 50s and 60s are using TDFs more than they have in the past, according to a new EBRI and ICI report.

New Benartzi Paper Dissects Narrow Framing Phenomenon

Would you accept a bet in which you win $200 if a coin lands on heads and lose $100 if it lands on tails? What if you could play twice?

DOL Provides Transitional Relief for Investment Advice Rules

A newly issued Field Assistance Bulletin provides that investment advice fiduciaries now have until January 31, 2022, to comply with the impartial conduct standards in the fiduciary prohibited transaction exemption announced at the end of 2020.

Retirement Industry People Moves

TIAA appoints chief brand and demand generation officer; BDO USA adds Lowery Asset Consulting; Morgan Stanley Investment Management bolsters sales leadership team; and more.

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