EXCLUSIVES

Client Service

March 21st, 2018

Retirement Programs Must Continue to Evolve to Address Participant Needs

Chuck Coldwell, vice president - national director, Consulting and BOLI Services at Pentegra, believes as an industry, we still have not reached the goal of getting the majority...

Client Service

March 16th, 2018

Broad-Based Financial Education Found to Be Ineffective

Instead, programs need to be tailored to each individual’s specific financial goals.

Client Service

March 15th, 2018

DISRUPTION: Insider Service and Strategy Talk With PGIM

In an exclusive interview with PLANADVISER, PGIM Head of Institutional Defined Contribution Josh Cohen offers some guidance to advisers speaking with plan sponsors about litigation, fiduciary risk and...

Compliance

March 5th, 2018

FINRA Rep Monitoring Rule Change Could Trigger RIA Compensation Renegotiation

The regulator is reassessing its requirements for RIAs to monitor the outside business activities of their reps; one experts argues it is likely that, if the final rule...

The Markets

March 5th, 2018

ETFs Can Help DB Plans With Risk and Liquidity

Justin Sibears, with Newfound Research, also cites their proliferation into so many specific areas of the market as a benefit of ETFs.

Practice Management

March 1st, 2018

DISRUPTION: 3(38) Market Leader CAPTRUST Talks Growth Trends

“If the whole DC plan advisory industry could have a do-over from say, 20 years ago, I think there would probably be much more of an emphasis from...

Client Service

February 28th, 2018

Social Security Optimization Can Extend Retirement Portfolios by a Decade

In an exclusive interview with Bill Meyer, founder and managing principal of Social Security Solutions in Leawood, Kansas, PLANADVISER hears about some serious shortcomings in the conventional thinking...

Client Service

February 27th, 2018

DISRUPTION: Transamerica’s New TPA Requirement Denotes Industry Pressures

Our series of exclusive interviews with retirement plan service providers, new and established, continues with Transamerica—which just recently announced a requirement that all new plans coming onto the...

Client Service

February 26th, 2018

Accelerating DB Funding an Important Strategy to Discuss

Tax reform has only increased the incentive to accelerate contributions to defined benefit plans, and there will still be incentives in the future, but plan sponsors won't benefit...

Practice Management

February 21st, 2018

DISRUPTION: Driving Down Plan Costs a Clear Focus for FixedFee401k

Our series of exclusive articles featuring retirement industry “disruptors” continues with another growing provider in the small- and mid-market, promising 50% lower costs than the traditional competition through...

Client Service

February 21st, 2018

2018 PLANSPONSOR Retirement Plan Adviser of the Year Finalists Announced

PLANADVISER is pleased to announce the finalists for the annual PLANSPONSOR Retirement Plan Adviser of the Year awards.

Products

February 20th, 2018

Fee, Share Class Shifts at Schwab and Putnam Reflect Vigorous DCIO Competition

Recent interviews with product development executives at Putnam and Charles Schwab show the aggressive steps brand name providers are taking to keep their edge in a highly competitive...

The Markets

February 14th, 2018

Fee and Industry Shifts Mean Retirement Plan Providers Can Play Hardball

A look back at how Fidelity will charge new plan sponsor clients on its platform who choose Vanguard products makes visible the hard-nosed competition that defines the retirement...

The Markets

February 7th, 2018

Strategic Perspective Is a Key Commodity During Bouts of Volatility

As recently as mid-2016 it was common to hear advisers describe significant market volatility as the new normal, but since then the global equity markets have been remarkably...

The Markets

February 6th, 2018

Careful Consideration of Client Age Groups Behooves Advisers

When working with Millennials, Generation Xers or Baby Boomers, it is crucial for advisers and sponsors to reach them with targeted communications; however, there are also some fundamentals...