PLANADVISER Magazine

COVER

Leverage

Recordkeepers, third-party administrators (TPAs) and investment managers regularly present robust new tools to better run your practice and more effectively serve participants and sponsors.

trendspotting

Forgotten Generation?

Providers focus on Boomers, when Gen X has $5.7 trillion in investable assets.
practice management

Passing the Torch

How to start thinking about a succession plan for your practice.
investment-oriented

Investing in Harmony

DOL guidance and Millennial interest spur plans to consider ESG.
beyond (k)

Freezing DB Plans

Funding volatility and costs are two of the biggest reasons why.
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