Why Employers Are Choosing PEPs
Advisers say transitioning into a pooled employer plan often resembles a traditional recordkeeper conversion, but there can be complications if...
EXCLUSIVES
Small Retirement Plans, Big Opportunities
Advisers cite talent development, operational efficiencies and long-term growth potential as reasons to serve micro-plan clients.
Why It’s So Hard to Get Gig Workers to Save for Retirement
Lawmakers have floated new retirement plans, portable benefits and federal incentives for independent workers, but more options might not mean...
The Evolving ‘Face’ of Investment Models
Industry professionals continue to look for ways to personalize investment products for retirement plan participants.
A Concentrated Market
As DCIO competition intensifies, can smaller investment managers and providers keep up?
CIT Adoption Ticks Up as Providers Focus on Transparency, Growth
Collective investment trusts are becoming a staple of defined contribution plans, driven by flexibility and lower costs.
Rethinking Diversification in an Interconnected Global Market
Some experts argue that retirement plan fiduciaries should not look merely at investment returns, but also consider how much risk...
How ‘Nimbler’ Investment Menus, Benchmarking Tackle Complexity
The chief product officer of Fiduciary Decisions shares his views about, among other trends, how investment fiduciaries are impacted by...
Personalization Takes Front Seat in Investment Menu Trends
Advisers say target-date funds and managed accounts are gaining attention as plan sponsors seek more personalized participant outcomes.
Measuring Recordkeepers’ Distribution Through Advisers
While most recordkeepers work with advisers, PLANSPONSOR’s latest Recordkeeping Survey reveals a wide range of adviser relationships.
Putting Clients at the Center of Provider Strategy
Selecting and maintaining provider relationships has become increasingly complex, but experts say client needs should remain constant.
The Reality of ‘Frenemies’ in Provider Relationships
How recordkeepers may encroach on plan advisers’ client lists—and how both sides can best navigate that tension.
What Makes a Provider Partnership Truly ‘Fiduciary-Ready’?
All parties need to connect effectively and document relevant processes.
Recordkeepers’ Service Models, by the Numbers
Three dozen recordkeepers give insights into what they offer plan advisers, sponsors and participants.
How Plan Advisers Smooth Communications Between Providers, Clients
Advisers are increasingly the central hub for the multi-provider ecosystem, connecting recordkeepers, third-party administrators, investment providers and clients.