PLANADVISER Magazine

COVER

Careful Considerations

Target-date fund due diligence requires extra attention from
plan sponsors and advisers

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Current Events

As a kid, I thought that summer—synonymous with vacation—meant I didn’t have to keep up with things happening outside my small universe.
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Behind the Scenes

Advisers need support with fee disclosure and fiduciary status
Select Department

Guiding Plan Sponsors

How recordkeepers and advisers can work together to form a “dream team”
talking points

Talking Points

Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
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Adviser Is Driver of Retirement Readiness

Working with a financial adviser is one of several steps participants can take to improve their readiness for retirement and become more confident in making financial decisions, according...
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Average 401(k) Balance Jumps 8%

Fidelity Investments reported its average 401(k) balance rose to $74,600 at the end of the first quarter, up 8% from the end of fourth-quarter 2011.
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DOL Issues FAQ for Participant Fee Disclosures

The Department of Labor (DOL) Employee Benefits Security Administration (EBSA) issued frequently asked questions about the requirements of new participant fee disclosure rules.
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Guaranteed Income Appeals to Younger Generations

Eighty-seven percent of American workers of all ages say they find it “very” or “some-what” appealing to be able to turn at least a portion of their retirement savings into...
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Next Steps?

Concerns linger about DOL fee disclosure guidance
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To Your Health

Health care costs could consume retirees’ income
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Available Exits

Helping departing ­participants with their next steps
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Weighty Measures

How to benchmark advisory practices in light of fee disclosures
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