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
The Most ‘Outrageous’ ERISA Complaints Yet Filed?

One fiduciary insurance expert who has long been tracking ERISA litigation says a spate of new complaints filed in recent weeks are the ‘most outrageous’ the industry has ever seen.

The New Vesting Schedule Debate
Surveys and anecdotal evidence suggest plan sponsors are shortening their plan’s vesting periods, but there remains disagreement in the industry about whether vesting schedules may in fact disappear.
What Mutual Fund Fee Disparities Mean for Retirement Savings

Retail investors generally pay more fees in IRAs than in workplace plans, leading to higher costs and lower long-term savings.

Lawsuit Accuses Fiduciaries of Chasing Low Fees Without Regard to Performance

Microsoft is the latest target in a string of lawsuits over the performance of a popular TDF suite.

Meet SageView’s New COO, Fresh From Goldman Sachs
Jorge Bernal joins SageView as chief operating officer after serving as co-head of advisory services for Goldman Sachs Personal Financial Management, underscoring the retirement plan advisory industry’s increasing focus on ‘wealth and retirement.’
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