What we, as the judges for the PLANSPONSOR Retirement Plan Adviser of the Year award program, look for when selecting the winners.
We salute the 2017 PLANSPONSOR Retirement Plan Advisers of the Year, both the winners and the finalists, for their brilliant work.
We look at whether the use of managed accounts paired with the oversight of an adviser results of better outcomes.
How to get the most from your social media efforts
Legislative and judicial actions
Last year, funds took in $17.7 billion, while equities lost $14.6 billion
Many of these programs now address physical health
The unknown expense is people's biggest worry
They need to save 15% of their salary but are socking away only 7%
Fiduciary exposure, costs and recordkeeping are sponsors’ primary concerns
Financial decisions become harder
80% seek out an employer with a DC plan
Several groups endorse DTCC's solution
A look at employees' latest concerns and what these mean for advisers.
Lighting the Way: The value that advisers bring to retirement plans
Many advisers would rather venture on their own than affiliate with a B/D
How to help limit the potential risks of brokerage windows
Can an adviser charge different fees for different investments in a retirement plan?
Will the updating of existing regulations be treated as new regulations?