PLANADVISER Magazine
PLANADVISER
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2019 PLANSPONSOR Retirement Plan Adviser of the Year
What makes a great retirement plan adviser? As the 2019 PLANSPONSOR Retirement Plan Adviser of the Year finalists so successfully prove, the great professionals in this field have a commitment to driving excellent retirement plan design and outcomes for their plan sponsor clients and participants.
Editor’s Letter
Editor’s Letter
If I Had a Million Dollars
Thanks to the power of automatic enrollment, it is possible for particiants...
Intro
Intro
The Best of the Best
Announcing the 2019 PLANSPONSOR Retirement Plan Adviser of the Year
Plan Focus
Plan Focus
Maximizing Growth Potential
'Open MEP' legislation could boost the number of such plans well past...
Compliance News
Legislative and Judicial Actions
Fiduciaries Get Final Win in Disney SuitA federal appellate court has affirmed a lower court decision in a lawsuit against...
Trendspotting
State-Based Fiduciary Standards
Some legislators and regulators act to fill a perceived void
Trendspotting
Advisers Unfamiliar With Smart Beta
Embracing factor-based funds could help advisers fine-tune portfolios
Trendspotting
Female Gen Xers at Risk
The singles in that group trail Generation X and Boomers in savings
Trendspotting
Familial Caregiving Affects Many
Experts advise making financial plans before they are needed
Investment-Oriented
The Role of Alternatives
These asset classes can soothe the effects of market volatility.
Beyond (k)
When Savers Exceed the Limit
Strategies to help highly paid employees raise their income replacement ratio.
Compliance Consult
Unrelated Taxable Income and Pensions
‘Tax Cuts’ act raises the tax on funds generating UBTI.