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Special coverage of the PPA's 10th anniversary.

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inside the magazine July-August 2016

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ProductsAugust 26, 2016

Edward Jones Maps Out Fiduciary Rule Response

The investment advisery firm Edward Jones says it will look to grandfather IRA relationships acquired before April 2017, while also instituting some fundamental changes to process and product to comply with the new fiduciary rule for ongoing and new relationships.

Deals and PeopleAugust 26, 2016

Retirement Industry People Moves

John Hancock Retirement Plan Services Hires New Consultant; T. Rowe Hires New Investment Leaders; Strategic Retirement Adds New Adviser; Mercer Hires New Leader to Boston Team; and more.

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August 08, 2016

2016 PLANADVISER Recordkeeper Services Guide

Retirement plan advisers may often find themselves in the role of matchmaker: working with a defined contribution (DC) client to determine which investments and platforms or providers are the best fit. To be in a top position to guide the client, an adviser must keep abreast of the provider community, so as to stay current on what products and services are available to suit each client’s needs.


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Client ServiceAugust 22, 2016

Retirement Security 10 Years After the PPA

While industry practitioners often have deeply held convictions about how to improve the U.S. retirement system, there are already many things plan advisers can do under current legislation and regulations to improve retirement security of American workers.

Deals and PeopleAugust 19, 2016

Retirement Industry People Moves

Pension Resource Institute Hires Retirement Industry Veteran; John Hancock Retirement Names Chicago Regional Manager; Pinkerton Retirement Specialists Joins Triad Advisors; and more.