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
Op-Ed: Financial and 401(k) Trends to Consider
A labor crunch known as The Great Resignation and The Great Retirement are the twin challenges of the early 2020s.
Most Claims Move Forward in Suit Over Aon CITs in 401(k) Plan

A court refused to dismiss most claims against Aon Hewitt Investment Consultants and Centerra Group 401(k) plan fiduciaries.

New Bill Aims to Solve for the Retirement Plan Coverage Gap

The Portable Retirement and Investment Account Act of 2021 would create accounts for people soon after they are assigned a Social Security number that they could contribute to whenever they don't have access to an employer-sponsored plan.

L Brands ERISA Lawsuit May Proceed

A judge has determined the fiduciary breach lawsuit filed against the former parent company of Victoria’s Secret and Bath and Body Works, alleging excessive recordkeeping fees and other issues, may proceed to discovery.

Views of Adviser M&A Have Evolved

A majority of advisers reached as part of a recurring Nationwide survey increasingly expect merger and acquisition activity to have a positive impact on their practices.

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