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
Excessive Fee Lawsuits Expected to Continue to Rain Down on Plans
Settlements have totaled more than $1 billion, making insurers think twice about new fiduciary insurance policies.
‘Secure Act 2.0’ Likely to Become a Reality

Retirement Plan Execs Confident Senate Will Pass the Bill Into Law

Health, Family, Purpose, Finances: ‘The New Four Pillars of Retirement’ 

Edward Jones and Age Wave say advisers should take a new approach to working with retirees by helping them determine what they want to do when they stop working.

Talking Digital Advice Trends With Morningstar and DFA
Morningstar Investment Management’s head of digital advice outlines his firm’s expanding collaboration with Dimensional Fund Advisors—the goal of which is to deliver a more customizable managed account service to market in support of financial advisers.
Wake Forest University Baptist Medical Center Sued Over 403(b) Plan Fees

The lawsuit says plan fiduciaries failed to ensure reasonable investment fees and mismanaged revenue sharing to pay for administrative expenses.

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