More than four out of 10 households statistically at risk for not having a large enough retirement nest egg and who will be in serious trouble when health-care costs are factored in are oblivious to their pending problem, according to the latest analysis of the National Retirement Risk Index (NRRI).

investment-oriented

Measuring the Unmeasurable

Nobody has agreed how best to benchmark lifecycle funds. What to consider when making that determination.

servicing strategies

Nuts and Bolts

Fine-tuning your practice so clients are happy before day one

sales champ

Plan Sponsor Confidential

What do clients really think about advisers' services?

investment-oriented

QDIA Essentials

Choosing among target-date funds, balanced funds, and managed accounts

road test

Road Test

A view of a recent product development

trendspotting

Searching for Clarity

GAO finds fiduciary roles fuzzy

cover story

Service Model

Should wealth management or retirement income be part of your practice?

practice management

Tackling Revenue Sharing

What are ERISA accounts and how do you use them?

talking points

Talking Points

Tired of giving the same old presentations? Use these nuggets of information to spruce them up.

sales champ

The Big Picture

Measuring client satisfaction is vital to keeping the relationship with a plan sponsor intact

regulatory radar

The View from the Courts

What's been happening on the judicial front: fee litigation and LaRue

intro

Three Days in September

I expected the 2008 PLANADVISER National Conference to be memorable but I never imagined some of the reasons why.

trendspotting

Trendspotting

Articles that appeared in the Trendspotting section of the magazine

cover story

Which Way Do I Go?

Wirehouse, independent, or other. Which business model is right for you?

Industry White Papers

Millennial Myths & Realities Strategies for Strengthening and Expanding Client Relationships

The Great Wealth Transfer Generations of Possibilities

It’s Time to Get Serious About Retirement Income Solutions Thoughtful consideration of a participant’s journey, both up to and through retirement, can help participants meet their retirement goals—and better position plans to retain assets.

The Making of a Glide Path Understanding the Impact of Design Decisions on Retirement Outcomes

Are employees relying on employers to solve financial problems? Employees who are financially stressed and working out of economic necessity can negatively impact workplace productivity.

2019 PIMCO Defined Contribution Consulting Study Providing retirement income potential, evaluating TDFs and plan costs, and simplifying investment menus are key.