Student Loans Stump Boomers
Thirteen percent of pre-retirees are paying back such loans
2017 PLANADVISER May/June
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
intro
Data Points
Kicking the Can
No more kicking the fiduciary rule implementation can down the road for the Department of Labor (DOL).
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.
Company Matches on the Rise
Among megas, that number jumps to 85.4%
Practice Development
Investment Focus
Marketing Your Firm
To stand out in the field, look inward
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.
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Helping Women Save
Calculators and automatic features can provide a real boost
Addressing Longevity
Savings may need to last as long as 30 years
Valuing DC Choice
Many people like the flexibility of 401(k) plans
More Info Needed on IRAs
Many potential account holders are simply uninformed
Not Keen on State-Run Plans
Small and midsize businesses prefer ‘auto-IRA’s
Looking to D.C. for Help
Both Republicans and Democrats are concerned about
retirement
Is 70 the New 65?
Older workers looking to push back their retirement
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
fiduciary fitness
SEC Weighs In On ‘Robo-Advisers’
The commission sees several quagmires
Plan Assets and Prohibited Transactions
Determining what are plan assets is not as easy as it seems