2017 PLANADVISER July/August

Editor’s Letter

Setting the Record Straight

The idea that people worked for one company their whole lives and then got a “fat” paycheck at the end is not proven by evidence.


Rules of Engagement

Advisers need to go beyond automatically enrolling participants—to get them to take real interest in their retirement future.

Practice Development

Creative Communication

For some advisers, it’s their tool of choice for building client relationships

Investment Focus

A Milestone for TDFs

Target-date funds are on the verge of reaching $1 trillion in assets

servicing strategies

Bringing it All Together

The adviser’s role when working with a client’s multiple retirement plans.


Default Thinking

How to advise sponsors about switching to managed accounts as the QDIA