Cover Story PLANADVISER January/February 2019

Forward Focus

How offering 3(38) fiduciary services can help advisers declutter the investment conversation

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In Practice

October 28th, 2025

Hiring 3(38) investment managers can reduce employers’ exposure to claims tied to investment performance, but they still need to be...

Client Service

April 1st, 2024

Former recordkeeper executive Shane Hanson launches Freedom 360 suite aimed at streamlining retirement services and boosting participant engagement.

Client Service

March 1st, 2024

Plan sponsors are gravitating toward 3(38) investment managers, letting advisers take the wheel, according to a CAPTRUST senior plan adviser.

Trendspotting PLANADVISER November/December 2018

Talking Points

Concerns and trends among retirement plan advisers and participants

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Data & Research

October 14th, 2025

If all workers had access to a defined contribution plan, retirement readiness would rise to 61%, according to Vanguard analysis.

Data & Research

October 8th, 2025

Middle class households can handle rising prices and unexpected expenses, but their overall financial well-being is slipping, according to the...

Data & Research

September 2nd, 2025

Studying 2.7 million workers’ 401(k) accounts, ICI and EBRI found a median balance of 25.9% annualized increase from 2019 to...