Special Coverage

Managed Accounts

February 2024

Managed Accounts

Managed accounts have seen advancements in technology in recent years that has in turn helped lower associated fees. This month’s special coverage considers where managed accounts are now in the ecosystem of personalizing retirement savings.

Past Special Coverage

Client Retention

Client Retention

Client retention and attraction is more crucial than ever in an age of compressed fees, heightened RFPs, and adviser aggregation. The stories in January’s special series consider best practices to build lasting client relationships.

Practice Management

Practice Management

Our 2023 monthly special series coverage ends on a core issue for advisers: practice management. The stories in this series consider ways of structuring a modern plan advisory, strategies to stay profitable, and how to bring in new clients.

Participants

Participants

Participant services are an increasingly important focal point for retirement plan advisories. This month’s PLANADVISER special series turns to advisers, providers, and exclusive participant data to consider the trends and best practices for today’s participants.

Cybersecurity

Cybersecurity

Cybersecurity concerns have heightened in recent years as thieves go after plan participant data. This special series gives an update on what plan fiduciaries should be doing to mitigate risk, the costs and implementation of cybersecurity insurance, and the DOL’s latest thinking after its landmark 2021 guidance.

Small Plans

Small Plans