EXCLUSIVES

Getting Income Projections Right

Retirement industry practitioners support the provision of mandatory lifetime income disclosures to plan participants, but they also emphasize the importance of broader income conversations and education.

15th Anniversary of RPAY: Joe Connell

Though he now works under a different firm than when he won recognition as a PLANSPONSOR Retirement Plan Adviser of the Year in 2014, Joe Connell says his core approach to the business remains the same.

15th Anniversary of RPAY: Pensionmark

Given the firm’s forward-thinking attitude, not all that much has changed since Pensionmark was recognized as the 2013 PLANSPONSOR Multi-Office Adviser Team of the Year, apart from the size of the firm.

Why LinkedIn Premium Reigns Supreme for Financial Advisers

Putnam executives Mark McKenna and Rene Taber explain why LinkedIn has emerged as the social media platform of choice for financial advisers—and why many advisers are now paying for LinkedIn’s premium features.

Pooled Employer Plans and 3(38) Fiduciary Advisers

One provider getting ready to launch a SECURE Act-enabled pooled employer plan on January 1 says he is already in conversation with advisers about combining 3(38) fiduciary oversight with PEP recordkeeping and administration.

15th Anniversary of RPAY: Jeb Graham

One sign of the changing times since Jeb Graham was named Retirement Plan Adviser of the Year in 2013 is that plan sponsors are much more interested in the financial and physical well-being of their employees.

Advisers Giving Back: Stephanie Hunt

Stephanie Hunt at Atlanta Retirement Partners is closely involved with the Food Bank of Northeast Georgia; she particularly enjoys donating her time to the Food 2 Kids program.

15th Anniversary of RPAY: Stace Hilbrant

The 2012 winner of the PLANSPONSOR Retirement Plan Adviser of the Year award says more change has happened in the past eight years than occurred immediately after the passage of the landmark ERISA legislation.

15th Anniversary of RPAY: Rick Wedge

When he won the 2010 Retirement Plan Adviser of the Year award, Rick Wedge’s practice had $300 million in assets under advisement. Today, Wedge, a managing director with Pensionmark, advises on more than $1 billion.