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
Stimulus Bill Extends Some Provisions of the CARES Act

It also provides a way for retirement plan sponsors to avoid a partial plan termination.

Coronavirus Hardship Withdrawals, Taxes and Your Retirement Plan Clients
Coronavirus-related withdrawals made in 2020 were a financial lifeline for some, but they could also turn into a major tax headache for others.
Many Near-Retirees Don't Understand Social Security Benefits

More than one-third failed a basic Social Security quiz administered by MassMutual.

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.
Lawsuit Says Retirement Plan Fiduciaries Failed to Monitor and Limit Revenue Sharing

The complaint against Wesco Distribution also alleges that the defendants chose higher-cost share classes for investments.

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