EXCLUSIVES

Time to Humbly Brag

I am pleased to roll out a new PLANADVISER initiative that I think is long overdue: Advisers Giving Back.

Adviser Managed Accounts. A Good Fit?

The past few years have seen a number of recordkeepers roll out new “adviser managed accounts,” i.e., managed accounts that include the consulting services of an independent registered investment adviser.

Keeping Defaulted Participants on the Right Path

Roughly 80% of participants initially accept target-date funds when they are offered as the default investment, although acceptance declines to approximately 70% after five years of participation.

The Year in ERISA Litigation

As have previous years, 2019 brought major settlements and decisions in retirement-plan focused litigation, including some precedent-setting appellate and Supreme Court decisions.

2020 Will Be Another Year of Adviser Philanthropy

The editorial team of PLANADVISER was blown away by the generosity of advisers recognized in our 2019 Advisers Giving Back program, and we’re already working on new stories of giving for 2020.

2019—the Year of Mergers and Acquisitions

Wells Fargo, PSC, Aspire, Charles Schwab, Hub International, CAPTRUST and many other firms have been involved in significant merger and acquisition activity this year.

Aon and ABC: It’s Time to Improve Retirement Outcomes, Now

We urge Congress to enact the SECURE Act now. Such action will be transformational for the retirement ecosystem, helping to secure the financial future for American workers at employers of all sizes and across all sectors.

Advisers Giving Back: Innovest’s Culture of Compassion

Innovest Portfolio Solutions deploys its staff as volunteers throughout the year for a wide variety of charities in the Denver area; they also work with economically disadvantaged students to provide valuable work experience and help pay for their tuition.