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
Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
Though retirement plans can allow individuals to self-certify that they qualify for a penalty-free coronavirus-related distribution, should the IRS discover otherwise during a future audit, a participant can be subject to substantial penalties.
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?

A New World and New Opportunities for Alpha
Pandemic-driven volatility has once again highlighted the relative virtues of active and passive management.
ERISA Excessive Fee, Self-Dealing Suit Targets MEP

Pentegra Retirement Services and other plan fiduciaries are accused of failing to make sure fees are reasonable and acting in Pentegra’s, not plan participants', interest.

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.

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