PLANADVISER Weekend Newsdash
Week ending October 2nd, 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: A Team Approach
Our research team recently completed our annual PLANSPONSOR Recordkeeping Survey, in which we quantitatively report about recordkeepers’ products and services, as well as their total assets and overall client demographics. This research continues to turn up in industry-leading data about the provider marketplace. I still get a kick out of seeing it footnoted on TV commercials or in mainstream print ads when a provider states it is the biggest or has the most plans. Read more >
DOL Gives Private-Equity Guidance
 I’m a fiduciary adviser to Employee Retirement Income Security Act plans. I heard that the Department of Labor just provided guidance on private equity investments in 401(k) plans. What did it say? Read more >
Investment Advice Revisited
A new proposal introduces a broad exemption for advisers. Read more >
Prospecting in Turbulent Times
Surprisingly, it may be a good time to win new clients. Read more >
Retirement Savings Optimization
HSAs can be a game-changer for retirees—advisers need to tell their clients. Read more >
Investing Against COVID-19
The varying routes three fund managers take to fight the pandemic for investors. Read more >
The Virtue in ESG Factors
These investing strategies reveal a rare source of rapid growth. Read more >
MOST POPULAR STORIES
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.
Retirement Industry Cheers New ‘Securing a Strong Retirement Act’

The bipartisan piece of legislation includes provisions that have long been popular among retirement industry stakeholders, including the elimination of barriers to allow greater use of lifetime income products.

Gen X Facing the Stark Reality of Retirement

More than any other generation, its members are receptive to in-plan guarantees.

IRS Announces Contribution and Benefit Limits for 2021

The limit on contributions by employees who participate in 401(k)s, 403(b)s and most 457 plans remains unchanged at $19,500.

A New World and New Opportunities for Alpha
Pandemic-driven volatility has once again highlighted the relative virtues of active and passive management.
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