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!
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.
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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.
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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?
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The high court’s ruling states that the 7th U.S. Circuit Court of Appeals erred in relying on the fact that plaintiff-participants had the ‘ultimate choice’ over their investments to excuse allegedly imprudent decisions by the plan sponsor.
Expert ERISA attorneys say the new opinion in Hughes v. Northwestern University, while important, is far from earth-shattering when it comes to its likely impact on the pace or character of retirement plan fee litigation.
The suit alleges that John Hancock Life Insurance Co. violated ERISA by retaining foreign tax credits generated by plans’ investments under a group variable annuity contract.
