Week of March 31, 2017
NOTE FROM THE EDITOR
Happy Friday, readers! Last night in New York we celebrated the 2017 PLANSPONSOR and PLANADVISER Awards for Excellence Dinner. A big Thank You once again to all of the sponsors and attendees. We hope you all enjoyed the event as much as we did. Included below are links and landing pages for all of our various awards programs, including the newly announced 2017 Plan Advisers and Plan Sponsors of the Year. Stay tuned to www.planadviser.com and the PLANADVISERdash for the latest information about all our upcoming events and award program deadlines.
EDITOR'S CHOICE
PLANSPONSOR Retirement Plan Advisers of the Year
The 2017 PLANSPONSOR Retirement Plan Advisers of the Year—the finalists and the winners—give us advisory practices that have demonstrated an unfailing commitment to helping plan sponsors meet their fiduciary responsibilities and to assisting plan participants sufficiently prepare for retirement.
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Adviser Choice Awards
The Adviser Choice Awards recognize retirement specialist advisers’ most favored investment and recordkeeping providers.
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Meet the 2017 PLANADVISER Top 100
To become eligible for this quantitative listing, advisers must complete the annual PLANADVISER Retirement Plan Adviser Survey, fielded each September. As we did last year, instead of having advisers select a category in which to compete—with the potential for gaming the system—we defined categories by the number of advisers and number of total employees, including support staff, in one’s practice.
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Service Star Individual and Team Winners
In 2015, PLANSPONSOR introduced a new awards program: the PLANSPONSOR Service Stars. The awards recognize retirement plan account representatives and relationship managers who, in the words of their plan sponsor clients, have demonstrated truly exemplary service over the past year.
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Best in Class 401(k) Plans
Best in Class plans were identified by way of a proprietary system that weighted usage/implementation of more than 30 criteria related to plan design, oversight/governance and participant outcomes.
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PLANSPONSOR Plan Sponsor of the Year Winners
The Plan Sponsor of the Year annual award program recognizes retirement plan sponsors that show a commitment to their participants' financial health and retirement success.
Read more >
MOST POPULAR STORIES
Compliance
OMB Receives Final Fiduciary Rule Delay Language
The Trump administration is nearly set to formally implement its delay of the Obama-era DOL fiduciary rule, set to take effect in just two weeks, aimed at curbing conflicts of interest in the advisory and investment industries. 
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Compliance
Republicans In Congress Eye Retirement Account Tax Reforms
One retirement industry advocate says recent meetings on Capitol Hill have left him with the expectation that “we will start to see proposals soon that will have a number of provisions—good and bad—that alter the retirement system.”
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Data and Research
Americans Without Advisers Are Far Less Prepared for Retirement
Most Americans have never hired a financial planner and most say they don’t have enough money or assets to warrant working with one.
Read more >
Deals and People
Retirement Industry People Moves
Transamerica Expands Retirement Plan Consultant Business; Standard Life Investments Appoints Director of Strategic Relations; OppenheimerFunds Expands Beta Solutions Team
Read more >
Data and Research
Plans to Retire Later May Not Pan Out
Luke Vandermillen, from Principal, suggests employees would be well-served by seeking help from advisers in setting up a reliable retirement strategy.
Read more >
Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com
Advertising: Paul Zampitella paul.zampitella@strategic-i.com
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