PLANADVISER Weekend Newsdash
Week ending December 23rd, 2016
Editor's choice
Compliance
Expect More Varied ERISA Litigation in 2017
Aside from traditional allegations of excessive fees and mismanagement of company stock, ERISA litigation in 2016 included challenges to fund types, fiduciary processes and provider arrangements; expect more to come. Read more >
Compliance
Tibble vs Edison Still Being Fought in Federal Courts
After multiple trips through the district and appellate court systems and consideration by the Supreme Court on multiple occasions, Tibble vs Edison took another step forward today. Read more >
Client Service
DC Industry Changes Will Remain Even if DOL Rule Reversed
Broadridge identified three trends driving change in the retirement industry that it says will remain regardless of what happens to the DOL fiduciary rule. Read more >
Client Service
Benefits of HSAs Key to Holistic Retirement Planning
Health savings accounts remained an increasing area of focus for readers of PLANADVISER during 2016. Read more >
Investing
TDF Market Center of DC Industry Growth and Innovation
Combining an active investment approach with passive within the TDF can generate alpha when possible while also addressing cost concerns. Read more >
MOST POPULAR STORIES
2018 PLANADVISER National Conference
Rethinking Retirement Plans
A Flexible Approach to Providing Lifetime Income
Deep Dive into DOL EBSA Enforcement Activities
When it comes to policing of retirement plans by the EBSA, the pace of settlements and corrections remains strong; experts pin this to the relative regional autonomy of EBSA offices.
LendEDU Says Millennial Spending Habits Won't Impede Retirement Savings

The average Millennial spends over $30 on coffee per month, but will also, on average, save $480 for retirement in the same time frame. 

Emerging Wealth Segment Represents Opportunity for Retirement Plan Advisers

Many plan providers are squandering their chance to serve as long-term consultants to a potentially lucrative client cohort by not upscaling their offerings to meet its demands, Cerulli says.

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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