2017 PLANADVISER January February



Recordkeepers, third-party administrators (TPAs) and investment managers regularly present robust new tools to better run your practice and more effectively serve participants and sponsors.

cover story


How leveraging provider resources can achieve efficiencies and expand your business.

Editor’s Letter

Thanks to Our Adviser ...

The PLANASPONSOR Plan Sponsor of the Year awards program proves what an integral role advisers play in guiding the nation's most successful plans.

practice management

Passing the Torch

How to start thinking about a succession plan for your practice.


Investing in Harmony

DOL guidance and Millennial interest spur plans to consider ESG.

beyond (k)

Freezing DB Plans

Funding volatility and costs are two of the biggest reasons why.