trendspotting Student Loans Stump Boomers Thirteen percent of pre-retirees are paying back such loans
trendspotting Trendspotting Charts A look at employees' latest concerns and what these mean to advisers.
cover story Power Stance Advocating for aggressive plan design, to help ensure what workers save goes the distance Editor’s Letter Kicking the Can No more kicking the fiduciary rule implementation can down the road for the Department of Labor (DOL). intro Getting to the Right Place While retirement plans have made great improvements in the past few years, a great deal more work still needs to be done. Data Points Company Matches on the Rise Among megas, that number jumps to 85.4% Practice Development Marketing Your Firm To stand out in the field, look inward Investment Focus SRI Funds Take in $4.7b in Q1 ’17 All told, the funds hold $199 billion in assets Capitol News Legislative and Judicial Actions A look at what is happening in the courts and in Washington, D.C. trendspotting Helping Women Save Calculators and automatic features can provide a real boost trendspotting Addressing Longevity Savings may need to last as long as 30 years trendspotting Valuing DC Choice Many people like the flexibility of 401(k) plans trendspotting More Info Needed on IRAs Many potential account holders are simply uninformed trendspotting Not Keen on State-Run Plans Small and midsize businesses prefer ‘auto-IRA’s trendspotting Looking to D.C. for Help Both Republicans and Democrats are concerned about retirement trendspotting Is 70 the New 65? Older workers looking to push back their retirement trendspotting Parents Are Saving for College Each generation takes a different approach feature Up in the Air DCIO insiders discuss challenges research 2017 PLANADVISER DCIO Survey Now in its sixth year of publication, the PLANADVISER Defined Contribution Investment Only (DCIO) Survey continues its trend of finding a steady increase in DC plan assets among the survey’s 41 participating providers. practice management Shielding Yourself Deciding whether to be a 3(21) or a 3(38) fiduciary beyond (k) Expanding Savings Options Plan sponsors look to advisers for help crafting NQDC plans for HCE employees servicing strategies Avoidance Strategies How advisers can help sponsors steer clear of common plan errors investment-oriented Seeking Alternatives How moving beyond equities and bonds can benefit investors Compliance Consult SEC Weighs In On ‘Robo-Advisers’ The commission sees several quagmires fiduciary fitness Plan Assets and Prohibited Transactions Determining what are plan assets is not as easy as it seems ERISA vista 401(k) Rollovers to IRAs How the fiduciary rule delay affects these
Editor’s Letter Kicking the Can No more kicking the fiduciary rule implementation can down the road for the Department of Labor (DOL). intro Getting to the Right Place While retirement plans have made great improvements in the past few years, a great deal more work still needs to be done. Data Points Company Matches on the Rise Among megas, that number jumps to 85.4% Practice Development Marketing Your Firm To stand out in the field, look inward Investment Focus SRI Funds Take in $4.7b in Q1 ’17 All told, the funds hold $199 billion in assets Capitol News Legislative and Judicial Actions A look at what is happening in the courts and in Washington, D.C. trendspotting Helping Women Save Calculators and automatic features can provide a real boost trendspotting Addressing Longevity Savings may need to last as long as 30 years trendspotting Valuing DC Choice Many people like the flexibility of 401(k) plans trendspotting More Info Needed on IRAs Many potential account holders are simply uninformed trendspotting Not Keen on State-Run Plans Small and midsize businesses prefer ‘auto-IRA’s trendspotting Looking to D.C. for Help Both Republicans and Democrats are concerned about retirement trendspotting Is 70 the New 65? Older workers looking to push back their retirement trendspotting Parents Are Saving for College Each generation takes a different approach feature Up in the Air DCIO insiders discuss challenges research 2017 PLANADVISER DCIO Survey Now in its sixth year of publication, the PLANADVISER Defined Contribution Investment Only (DCIO) Survey continues its trend of finding a steady increase in DC plan assets among the survey’s 41 participating providers. practice management Shielding Yourself Deciding whether to be a 3(21) or a 3(38) fiduciary beyond (k) Expanding Savings Options Plan sponsors look to advisers for help crafting NQDC plans for HCE employees servicing strategies Avoidance Strategies How advisers can help sponsors steer clear of common plan errors investment-oriented Seeking Alternatives How moving beyond equities and bonds can benefit investors Compliance Consult SEC Weighs In On ‘Robo-Advisers’ The commission sees several quagmires fiduciary fitness Plan Assets and Prohibited Transactions Determining what are plan assets is not as easy as it seems ERISA vista 401(k) Rollovers to IRAs How the fiduciary rule delay affects these
intro Getting to the Right Place While retirement plans have made great improvements in the past few years, a great deal more work still needs to be done.
Practice Development Marketing Your Firm To stand out in the field, look inward Investment Focus SRI Funds Take in $4.7b in Q1 ’17 All told, the funds hold $199 billion in assets Capitol News Legislative and Judicial Actions A look at what is happening in the courts and in Washington, D.C. trendspotting Helping Women Save Calculators and automatic features can provide a real boost trendspotting Addressing Longevity Savings may need to last as long as 30 years trendspotting Valuing DC Choice Many people like the flexibility of 401(k) plans trendspotting More Info Needed on IRAs Many potential account holders are simply uninformed trendspotting Not Keen on State-Run Plans Small and midsize businesses prefer ‘auto-IRA’s trendspotting Looking to D.C. for Help Both Republicans and Democrats are concerned about retirement trendspotting Is 70 the New 65? Older workers looking to push back their retirement trendspotting Parents Are Saving for College Each generation takes a different approach feature Up in the Air DCIO insiders discuss challenges research 2017 PLANADVISER DCIO Survey Now in its sixth year of publication, the PLANADVISER Defined Contribution Investment Only (DCIO) Survey continues its trend of finding a steady increase in DC plan assets among the survey’s 41 participating providers. practice management Shielding Yourself Deciding whether to be a 3(21) or a 3(38) fiduciary beyond (k) Expanding Savings Options Plan sponsors look to advisers for help crafting NQDC plans for HCE employees servicing strategies Avoidance Strategies How advisers can help sponsors steer clear of common plan errors investment-oriented Seeking Alternatives How moving beyond equities and bonds can benefit investors Compliance Consult SEC Weighs In On ‘Robo-Advisers’ The commission sees several quagmires fiduciary fitness Plan Assets and Prohibited Transactions Determining what are plan assets is not as easy as it seems ERISA vista 401(k) Rollovers to IRAs How the fiduciary rule delay affects these
Capitol News Legislative and Judicial Actions A look at what is happening in the courts and in Washington, D.C. trendspotting Helping Women Save Calculators and automatic features can provide a real boost trendspotting Addressing Longevity Savings may need to last as long as 30 years trendspotting Valuing DC Choice Many people like the flexibility of 401(k) plans trendspotting More Info Needed on IRAs Many potential account holders are simply uninformed trendspotting Not Keen on State-Run Plans Small and midsize businesses prefer ‘auto-IRA’s trendspotting Looking to D.C. for Help Both Republicans and Democrats are concerned about retirement trendspotting Is 70 the New 65? Older workers looking to push back their retirement trendspotting Parents Are Saving for College Each generation takes a different approach feature Up in the Air DCIO insiders discuss challenges research 2017 PLANADVISER DCIO Survey Now in its sixth year of publication, the PLANADVISER Defined Contribution Investment Only (DCIO) Survey continues its trend of finding a steady increase in DC plan assets among the survey’s 41 participating providers. practice management Shielding Yourself Deciding whether to be a 3(21) or a 3(38) fiduciary beyond (k) Expanding Savings Options Plan sponsors look to advisers for help crafting NQDC plans for HCE employees servicing strategies Avoidance Strategies How advisers can help sponsors steer clear of common plan errors investment-oriented Seeking Alternatives How moving beyond equities and bonds can benefit investors Compliance Consult SEC Weighs In On ‘Robo-Advisers’ The commission sees several quagmires fiduciary fitness Plan Assets and Prohibited Transactions Determining what are plan assets is not as easy as it seems ERISA vista 401(k) Rollovers to IRAs How the fiduciary rule delay affects these
trendspotting Helping Women Save Calculators and automatic features can provide a real boost trendspotting Addressing Longevity Savings may need to last as long as 30 years trendspotting Valuing DC Choice Many people like the flexibility of 401(k) plans trendspotting More Info Needed on IRAs Many potential account holders are simply uninformed trendspotting Not Keen on State-Run Plans Small and midsize businesses prefer ‘auto-IRA’s trendspotting Looking to D.C. for Help Both Republicans and Democrats are concerned about retirement trendspotting Is 70 the New 65? Older workers looking to push back their retirement trendspotting Parents Are Saving for College Each generation takes a different approach feature Up in the Air DCIO insiders discuss challenges research 2017 PLANADVISER DCIO Survey Now in its sixth year of publication, the PLANADVISER Defined Contribution Investment Only (DCIO) Survey continues its trend of finding a steady increase in DC plan assets among the survey’s 41 participating providers. practice management Shielding Yourself Deciding whether to be a 3(21) or a 3(38) fiduciary beyond (k) Expanding Savings Options Plan sponsors look to advisers for help crafting NQDC plans for HCE employees servicing strategies Avoidance Strategies How advisers can help sponsors steer clear of common plan errors investment-oriented Seeking Alternatives How moving beyond equities and bonds can benefit investors Compliance Consult SEC Weighs In On ‘Robo-Advisers’ The commission sees several quagmires fiduciary fitness Plan Assets and Prohibited Transactions Determining what are plan assets is not as easy as it seems ERISA vista 401(k) Rollovers to IRAs How the fiduciary rule delay affects these
feature Up in the Air DCIO insiders discuss challenges research 2017 PLANADVISER DCIO Survey Now in its sixth year of publication, the PLANADVISER Defined Contribution Investment Only (DCIO) Survey continues its trend of finding a steady increase in DC plan assets among the survey’s 41 participating providers. practice management Shielding Yourself Deciding whether to be a 3(21) or a 3(38) fiduciary beyond (k) Expanding Savings Options Plan sponsors look to advisers for help crafting NQDC plans for HCE employees servicing strategies Avoidance Strategies How advisers can help sponsors steer clear of common plan errors investment-oriented Seeking Alternatives How moving beyond equities and bonds can benefit investors Compliance Consult SEC Weighs In On ‘Robo-Advisers’ The commission sees several quagmires fiduciary fitness Plan Assets and Prohibited Transactions Determining what are plan assets is not as easy as it seems ERISA vista 401(k) Rollovers to IRAs How the fiduciary rule delay affects these
research 2017 PLANADVISER DCIO Survey Now in its sixth year of publication, the PLANADVISER Defined Contribution Investment Only (DCIO) Survey continues its trend of finding a steady increase in DC plan assets among the survey’s 41 participating providers. practice management Shielding Yourself Deciding whether to be a 3(21) or a 3(38) fiduciary beyond (k) Expanding Savings Options Plan sponsors look to advisers for help crafting NQDC plans for HCE employees servicing strategies Avoidance Strategies How advisers can help sponsors steer clear of common plan errors investment-oriented Seeking Alternatives How moving beyond equities and bonds can benefit investors Compliance Consult SEC Weighs In On ‘Robo-Advisers’ The commission sees several quagmires fiduciary fitness Plan Assets and Prohibited Transactions Determining what are plan assets is not as easy as it seems ERISA vista 401(k) Rollovers to IRAs How the fiduciary rule delay affects these
practice management Shielding Yourself Deciding whether to be a 3(21) or a 3(38) fiduciary beyond (k) Expanding Savings Options Plan sponsors look to advisers for help crafting NQDC plans for HCE employees servicing strategies Avoidance Strategies How advisers can help sponsors steer clear of common plan errors investment-oriented Seeking Alternatives How moving beyond equities and bonds can benefit investors Compliance Consult SEC Weighs In On ‘Robo-Advisers’ The commission sees several quagmires fiduciary fitness Plan Assets and Prohibited Transactions Determining what are plan assets is not as easy as it seems ERISA vista 401(k) Rollovers to IRAs How the fiduciary rule delay affects these
beyond (k) Expanding Savings Options Plan sponsors look to advisers for help crafting NQDC plans for HCE employees servicing strategies Avoidance Strategies How advisers can help sponsors steer clear of common plan errors investment-oriented Seeking Alternatives How moving beyond equities and bonds can benefit investors Compliance Consult SEC Weighs In On ‘Robo-Advisers’ The commission sees several quagmires fiduciary fitness Plan Assets and Prohibited Transactions Determining what are plan assets is not as easy as it seems ERISA vista 401(k) Rollovers to IRAs How the fiduciary rule delay affects these
servicing strategies Avoidance Strategies How advisers can help sponsors steer clear of common plan errors investment-oriented Seeking Alternatives How moving beyond equities and bonds can benefit investors Compliance Consult SEC Weighs In On ‘Robo-Advisers’ The commission sees several quagmires fiduciary fitness Plan Assets and Prohibited Transactions Determining what are plan assets is not as easy as it seems ERISA vista 401(k) Rollovers to IRAs How the fiduciary rule delay affects these
investment-oriented Seeking Alternatives How moving beyond equities and bonds can benefit investors Compliance Consult SEC Weighs In On ‘Robo-Advisers’ The commission sees several quagmires fiduciary fitness Plan Assets and Prohibited Transactions Determining what are plan assets is not as easy as it seems ERISA vista 401(k) Rollovers to IRAs How the fiduciary rule delay affects these
Compliance Consult SEC Weighs In On ‘Robo-Advisers’ The commission sees several quagmires fiduciary fitness Plan Assets and Prohibited Transactions Determining what are plan assets is not as easy as it seems ERISA vista 401(k) Rollovers to IRAs How the fiduciary rule delay affects these
fiduciary fitness Plan Assets and Prohibited Transactions Determining what are plan assets is not as easy as it seems