PLANADVISER March/april 2021


Many clients and plan participants have suffered during the pandemic—now the industry needs to think about how to help.

Legislative and Judicial Actions

States updating annuity standards; Senate confirms a Labor secretary; GAO presses the DOL to clarify cybersecurity guidance; and more.

‘Game Changers’ Reflect Progress

The evolution of our Top 100 Advisers list represents the evolution of the retirement plan adviser industry, which has undergone fundamental shifts in business models since PLANADVISER’s founding.

On the Move

Transactions, promotions and new hires in the financial advisory industry.

A Season for Change

Advising clients about the SECURE Act’s new lifetime income safe harbor.

Through the Ages

How well is each generation faring in its climb toward retirement readiness?

Take It Past the Limit

Voluntary after-tax retirement savings accounts as a design feature.
Art by Tim Bower

Wanta Be a PPP?

Advisers can find many ways to serve pooled employer plans.