cover story
Onboarding Clients
How to make the transition seamless
Editor’s Letter
intro
Data Points
Hiding in Plain Sight
Use a higher default rate for employees who were already participating in a retirement plan
Off on the Right Foot
How to seamlessly onboard new clients
Larger Plans Offer Many Benefits
Companies midsized and up are likelier to offer NQDCs, HSAs
and more
Practice Development
Investment Focus
Plan Focus
Deciding to Team Up
In spite of doubts or questions, sometimes only an 'M' or
'A' will do
Active Management Picks Up
Participants have not moved largely into passive funds
Employer Generosity Grows
Data show overall upward trend in company match
contributions
Capitol News
Compliance News
Legislative and judicial actions
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Enough With Falling Fees
Elite advisers are better-defining their value
DC Plans Embrace ESG Funds
DOL guidance has paved the way
Average Age of Advisers Ticks Down
... But succession plans are still needed
Getting Retirement Ready
Sponsors' views toward 401(k)s are changing
Participants More Engaged
Robust plan design, education and digital tools are helping
Boosting Confidence
An effective program motivates employees to face their
finances head-on
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More Robust Use of Auto-Features
DCIIA says existing tools can be leveraged further
Frozen DB Plans Still Need Advising
Many ways a pro can serve a plan that's winding down
Benchmarking Managed Accounts
Some experts say they should be measured against
individuals' goals
2017 PLANADVISER Retirement Plan Adviser Survey
When choosing recordkeepers and investment managers, advisers focus on their preferred firms
2017 PLANSONSOR Target-Date Fund Buyer’s Guide
Our guide to the size, scope and design of target-date
options
servicing strategies
Reharvesting
The case for re-enrollment to improve participant outcomes
investment-oriented
Annuities in DC Plans
Advisers can overcome plan sponsor—and participant—reservations
practice management
Keeping Them Happy
Tips for how to retain sponsors' business
beyond (k)
fiduciary fitness
Laden With Student Debt
New programs can lessen workers' load—and boost their
financial wellness
The Courts Differ on Vicarious Liability
Still, fiduciaries should monitor internal workers on the
plan
ERISA vista
When Advisers Tout Their Own Services
How the fiduciary rule affects self-promotion
Compliance Consult
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Pooling Investors’ Assets
A way to save money, but maybe at a cost
Trendspotting Charts and Talking Points
A look at employees' latest concerns and what these mean to adviser