PLANADVISER Magazine

PLANADVISER
May/June 2016

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COVER

Taking the Pulse

The value of surveying your clients

cover story

Under Armor

How to understand and prevent retirement plan lawsuits

Editor’s Letter

The Plan Design Spectrum

From conservative to progressive, the role that advisers play in helping their...

intro

The Best Defense

How to stave off retirement plan lawsuits

Whats Online

What’s Online

Keep up with the news

Data Points

Matches Still Not Universal

About three in 10 plans have yet to provide a match

Practice Development

Advisers in Training

Leading practices share how they shape their ideal employee

Investment Focus

Alternatives’ Assets Fall in Q1

Investors are taking heed of negative returns

Capitol News

Capitol News

An adviser eye on Washington

trendspotting

Trendspotting

A look at the latest concerns and actions among employees, and what they mean for advisers

practice management

Assessing Value

How to determine which clients are profitable

investment-oriented

TDF Evolution

The new and improved target-date fund

research

2016 PLANADVISER Defined Contribution Investment Only (DCIO) Survey

Multiple approaches: the reach of the defined contribution investment only marketplace

ERISA vista

Rollovers Under the Fiduciary Rule

Questions advisers are asking

fiduciary fitness

The New Fiduciary Rule

How advisers' plan sponsor clients will feel the effect

Compliance Consult

Fee-Only Fiduciaries

Recommendations will be viewed as advice