intro
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.
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Supersized
How leveraging provider resources can achieve efficiencies and expand your business.
Editor’s Letter
Thanks to Our Adviser …
The PLANASPONSOR Plan Sponsor of the Year awards program proves what an integral role advisers play in guiding the nation's most successful plans.
Capitol News
Data Points
Compliance News
Legislative and judicial actions.
Plans’ ‘Advice’ Offerings
Is true advice as common as plan sponsors say?
Practice Development
Investment Focus
Asking for Referrals
How to position yourself for success.
Record Inflows to ETFs in 2016
The funds took in $269 billion during the year.
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Helping Young Participants Save
Sponsors have a number of methods at hand.
Surprising Top Concerns
Worries over fiduciary risk have decreased.
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Forgotten Generation?
Providers focus on
Boomers, when Gen X has $5.7 trillion in investable assets.
Advisers May Leave DC Plans
The fiduciary rule could negatively affect many advisers.
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A TDF With Income in Mind
Investments could include REITs and high-yield bonds.
12b-1 Fees Expected to Continue
But retirement plans will take a cautious approach.
‘Through’ TDFs May Make Sense
70% of participants keep their money in the funds after retiring.
Advisers Embrace Custom TDFs
15% make some form of custom recommendation.
Trendspotting Charts
Trends and developments among retirement plan participants.
research
PLANADVISER Top 100 Retirement Plan Advisers
The nation’s most outstanding advisers serving retirement plans.
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2017 PLANADVISER Micro Plan Survey
Small world.
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.
ERISA vista
fiduciary fitness
Aggregating a Client’s Assets
A discussion on 'householding.'
DOL’s Final Rule on Disability Benefits
It covers claim procedures.