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
Supreme Court Rules Against Northwestern University in Fee Case

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.

What the Supreme Court’s Northwestern Ruling Means in Practice
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.
Class Certified in 401(k) Plan Trustees’ Lawsuit Against John Hancock

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.

Advisers Can Address Participant Savings Gaps With New Retirement Readiness Calculator

The tool was launched to bolster retirement planning resources and offer personalized support, customized solutions and best practices. 

 

Hub Expects Good Retirement Outcomes for American Workers

A solid retirement plan is essential for workers’ financial well-being and may be just as important as health benefits, the firm argues.

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