

cover story
cover story
The Second Take
How to help a sponsor do an effective re-enrollment

Editor’s Letter
Editor’s Letter
Storytelling With Numbers
Analysis of data and statistics can easily be wrong

intro
intro
Repeat, Regain, Reconquer
Automatic enrollment has clearly been embraced by many plan sponsors.

Data Points
Providing Participants With Access to Financial Education
Employees want help learning to make decisions about money

Practice Development
Minimizing the Loss When Someone Leaves
How to retain clients’ trust—and business
Investment Focus
The Rise of Zero Revenue Share Funds
The new fiduciary rule will likely augment their growing popularity

trendspotting
All Worry About Retirement
The majority of people have not recovered from the recession

trendspotting
Laser Focus on Clients Pays Off
Advisers who concentrate on their clients’ interfaces have the fastest growing firms
trendspotting
DCIIA Standardizes ‘Auto’ Terms
Understanding of plan design terms has been all over the map

trendspotting
Financial Shocks in Retirement
Nearly three-quarters of retirees will face an unwelcome surprise
pa|nc
2016 PLANADVISER National Conference
10 years of building profitable practices and evolving business models


micro scope
Working With Professional Services Firms
Executives’ objectives outplay those of the rank and file

investment-oriented
ETFs Find DC Entry via TDFs
17 TDF providers leverage exchange-traded funds as underlying investments


