• Guided by the StarsRetirement plan advisory practices are service businesses, making it critical for you to have a firm grasp on how your particular plan sponsor and participant offerings, growth strategies, fees and concerns measure up against your competitors’. The 2014 PLANADVISER Practice Benchmarking Survey, our eighth, provides you with detailed insight into the inner workings of 623 of your colleagues’ businesses, to help you expertly steer your own toward success. MORE
  • Stacking UpThe 2014 PLANADVISER Retirement Plan Adviser Survey provides insight into adviser preferences for investment options, investment advisers, and recordkeepers. MORE
  • 2015 PLANADVISER Top 100 Retirement Plan Advisers

    The PLANADVISER Top 100 Retirement Plan Advisers is an annual listing of the retirement plan advisers and adviser teams that stand out in the industry in terms of a series of quantitative measures.  



    Multioffice Team


Latest News

  • Compliance75 Days Inadequate for Fiduciary Review, Groups SayApril 24, 2015 -- Sixteen industry groups are asking the Department of Labor (DOL) to extend the comment period on the fiduciary proposal.
  • SellingProviders Planning for Adviser ConsolidationApril 24, 2015 -- Firms across the financial services spectrum are adapting to increased adviser teaming and the growing importance of partnership approaches to financial advice and institutional investment consulting.
  • ComplianceSenior Researcher Outlines an Evolving IndustryApril 23, 2015 -- Making law is akin to making sausage, notes Bob Collie at Russell Investments: It’s a messy process with lots of ingredients, especially in the tax-qualified retirement plan arena.
  • ComplianceRetirement Plan Issues on the IRS’ RadarApril 23, 2015 -- The Internal Revenue Service has seen leadership changes, a number of employees retiring and a restriction in hiring, but it continues to have a focus on examination and enforcement efforts with retirement plans.