PLANADVISER Weekend Newsdash
Week ending September 18th, 2020

Greetings loyal readers! The 2020 PLANADVISER National Conference is just now wrapping up. We are thrilled with the audience participation in our first-ever all-digital conference. A huge thanks in due to all our sponsors, attendees and panelists. Below we have compiled coverage of some of the best session from the conference, with more to come next week. Have a great weekend!

Editor's choice
PANC 2020: Succession Planning, Mentorship and Practice Diversity
Because of its fundamental importance to American lives and livelihoods, panelists agreed, the workplace is the right place to nurture diversity and inclusion; they also agreed the adviser industry has a whole lot of work to do. Read more >
PANC 2020: Conflict Ahead
Reg BI, a new fiduciary rule proposal from the DOL and state-enacted fiduciary rules—what advisers should keep in mind. Read more >
PANC 2020: Washington Update
Retirement plan advisers were given ideas to consider and actions to take in response to new legislation, regulation and litigation. Read more >
PANC 2020: Best Practices for Virtual Meetings—and Avoiding Zoom Fatigue
Content, surroundings and technology preparation are important for creating client and committee meetings that keep everyone engaged. Read more >
PANC 2020: Building a Team—and a Culture—in a Virtual Environment
Advisers share tips on how to work effectively from home during the pandemic. Read more >
PANC 2020: Supporting Financial Wellness in the New Workplace
Financial wellness has taken on a new relevance in the midst of the COVID-19 pandemic. Experts share tips on how advisers can figure out how to offer access to best-in-breed programs to enrich overall benefits programs and participant outcomes. Read more >
PANC 2020: Is It Time to Re-evaluate TDFs?
There are a variety of TDF solutions to meet participants needs, so when should a custom solution be considered, and how do advisers evaluate TDFs in an unprecedented year for the markets? Read more >
PANC 2020: What’s Next for In-Plan Retirement Income?
The SECURE Act will inevitably lead to more sponsors inquiring about in-plan income options, and advisers need to be ready. Read more >
PANC 2020: Inside the Mind of the Small Business Owner
There are a few surprisingly common things advisers do that really alienate this key market segment.  Read more >
PANC 2020: Advisers Giving Back—Ideas for Getting Started
Advisers share how they started various types of philanthropic work. 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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