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
2023 PLANADVISER Top Retirement Plan Advisers
Noteworthy retirement plan specialists, based on number of plans and total assets under advisement.
2023 PLANADVISER Top Retirement Plan Advisers
Noteworthy retirement plan specialists, based on number of plans and total assets under advisement.
Why 529 Education Savings Plans Are More Valuable Than Ever

The SECURE 2.0 Act makes 529s a more appealing investment and potentially an easy financial wellness option for sponsors intimidated by the student loan matching provision.

Retirement Advisers See Increased Scrutiny on Fees, Services

Requests for proposal from plan sponsors for DC advisory services are on the uptick, according to industry players.

Government Plans Face Unique Challenges With SECURE 2.0 Implementation

Catch-ups for those aged 60 to 63 and a mandatory Roth source for HCE catch-ups will be problematic for many, but especially for government plans.

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