Editor’s Letter
intro
Data Points
What it Takes
What we, as the judges for the PLANSPONSOR Retirement Plan Adviser of the Year award program, look for when selecting the winners.
Brilliantly Done
We salute the 2017 PLANSPONSOR Retirement Plan Advisers of the Year, both the winners and the finalists, for their brilliant work.
Use of Managed Accounts
We look at whether the use of managed accounts paired with the oversight of an adviser results of better outcomes.
Practice Development
Turning Virtual Contacts Into Real Clients
How to get the most from your social media efforts
Capitol News
Investment Focus
Compliance News
Legislative and judicial actions
DC Investors Favor Fixed Income
Last year, funds took in $17.7 billion, while equities lost $14.6 billion
trendspotting
trendspotting
trendspotting
trendspotting
Financial Wellness Revolution
Many of these programs now address physical health
Fearing Health Care Costs in Retirement
The unknown expense is people's biggest worry
Gen X Faces Hurdles
They need to save 15% of their salary but are socking away only 7%
Guaranteed Income Worries
Fiduciary exposure, costs and recordkeeping are sponsors’ primary concerns
trendspotting
trendspotting
trendspotting
trendspotting
The Effects of Aging on Saving
Financial decisions become harder
401(k)s Critical for Millennials
80% seek out an employer with a DC plan
Retirement Data Standardization
Several groups endorse DTCC's solution
Trendspotting Charts
A look at employees' latest concerns and what these mean for advisers.
research
2017 PLANADVISER Adviser Value Survey
Lighting the Way: The value that advisers bring to retirement plans
practice management
Assessing Independence
Many
advisers would rather venture on their own than affiliate with a B/D
investment-oriented
Window Guard
How to help
limit the potential risks of brokerage windows
ERISA vista
fiduciary fitness
Varying Fees
Can an adviser charge different fees for different investments in a retirement plan?
Trump Order and Employee Benefits
Will the updating of existing regulations be treated as new regulations?
