PLANADVISER Weekend Newsdash
Week ending September 4th, 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
Four Things to Know About Changes to Employer Contributions
Advisers can play an important role in helping plan sponsors understand the options available to them, as well as the impact of making certain plan changes. Read more >
Prepare to Meet the Needs of the Workforce of the Future
The way in which companies structure their remotely distributed workforces will depend on the financial consequences of the pandemic, the impact on corporate culture and other factors, such as the prevalence of gig work. Read more >
Financial Wellness in the Age of Pandemics
Pandemics are not only a public health crisis, but also a crisis of employee confidence. Tech-savvy advisers and employers can help. Read more >
Evaluating Reg BI Compliance
Five takeaways from an OCIE Risk Alert. Read more >
Client Relationship Summary
Who exactly needs to receive a Form CRS? Read more >
Investment Advice Revisited
A new proposal introduces a broad exemption for advisers. Read more >
DOL Gives Private-Equity Guidance
401(k) plans may include the strategy as part of a diversified fund. Read more >
MOST POPULAR STORIES
House Committee Advances Bill With Various Retirement Plan Provisions

The RISE Act would increase automatic cashout limits, enable employers to offer small financial incentives for retirement plan participation and simplify plan sponsor disclosure requirements, among other things.

Retirement Industry People Moves

North Pier adds senior consultant in Chicago; Natixis Investment Managers hires head of retirement and institutional business; Mesirow appoints managing director to oversee structured debt; and more.

Employees Favor Retirement Plans That Substitute Annuities for Bonds

A survey also found nearly half of employees prefer to have a mix of investments and lifetime income over either traditional pensions or investments alone.

NFP’s Wealthspire Acquires Private Ocean

Wealthspire’s leadership calls the acquisition “a significant opportunity to plant a flag on the West Coast and demonstrate our growing national scope.”

A 3.3% Withdrawal Rule Might Be More Sustainable for Retirees Going Forward

Considering low bond yields and high stock valuations, Morningstar re-examined the traditional 4% withdrawal rule.

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