The ‘Other’ Retirement Income? Pair Passion With Part-Time Work, Experts Say
The stark reality for many Americans is that Social Security and savings may not be enough to meet their retirement...
EXCLUSIVES
Designing a Plan Investment Menu in Unprecedented Times
Historic rises in inflation and matching interest rate hikes have meant a heightened focus for the often staid world of...
Why More Advisers Are Assuming 3(38) Role, Responsibility
The fiduciary model that puts plan investment decisions in advisers’ hands offers expertise and streamlining, industry experts say.
CITs May Be the New Mutual Funds of DC Plans: Have They Earned It?
Low-fee collective investment trusts, already popular among large plan sponsors, may be moving down-market to smaller plans.
NQDCs Have Never Been More Popular. Is There Room for Them to Grow?
Trying to attract and keep talent, firms offering nonqualified compensation plans may need more innovation than expansion.
For NQDCs to Meet Growth Potential, Experts Turn to Customization
Less than half of recordkeepers currently offer “top hat service” for highly compensated employees.
Beyond Comp: What Makes Advisory M&A Deals Stick
When it comes to setting up a successful long-term relationship with top advisers, firms still generally rely on sticks instead...
The Retirement Income Question
Can managed accounts give participants the planning help they need?
Recordkeeper Consolidation: Good or Bad News for Small Managed Accounts?
Industry participants are mixed on whether recordkeeper consolidation will help or hinder business opportunities for managed accounts.
Bridging the Racial Retirement Gap: A Conversation With Spencer Williams
The CEO and president of the Retirement Clearinghouse talks about his decades-long project with Bob Johnson to implement 401(k) auto-portability.
DE&I Initiatives: Are They Working?
Retirement advisory firms have been working to implement diversity, equity, and inclusion programs for years, but have they been effective?
DE&I in a Hybrid World
Women, parents, and people of color are opting in to remote work at higher rates than their peers, but some...
Alternatives Get More Consideration Heading into 2023
As traditional asset markets continue to face challenges in 2023, DC plan advisers and plan sponsors are considering alternative investments...
Solving the Liquidity Factor for Alternative Investments in DC Plans
Alternative investments such as private real estate create a liquidity challenge for plan sponsors, but advisers can help find solutions,...