cover story
Big Ideas
Has the time arrived for a new wave of retirement plan reforms?
Editor’s Letter
intro
Rethinking Savings Goals
Considering participants who want to save the maximum to their 401(k)
The Next Big Thing
What could be the next major development, following the passage of the Pension Protection Act more than 10 years ago?
Compliance News
Legislative and Judicial Actions
Rutledge Takes EBSA HelmThe Department of Labor (DOL) has appointed Preston Rutledge head of its Employee Benefits Security Administration (EBSA). Rutledge is former senior tax and benefits counsel on...
Practice Development
Plan Focus
Data Points
Investment Focus
trendspotting
trendspotting
trendspotting
Trendspotting
trendspotting
trendspotting
trendspotting
Giving 529 Plans A Try
The first in a series on other revenue streams
Steady Growth
Highlights of BrightScope's proprietary research
403(b)s: Similar but Different
For instance, compared with others, these plans are less apt to offer loans
BlackRock Tops 2017 ETF Flows
The firm garners $203.2 million
Divorce a Retirement Roadblock
Clients and advisers alike often also overlook the possibility of losing a spouse
Tax Act May Affect Retirement Plans
ESOPs, NQDCs and IRAs, plus 529 college plans, could feel the impact
Bob Doll Is Optimistic
Nuveen's senior portfolio manager's 10 predictions
Advisers Expect Increased Demand in ESG
Already, 18% offer socially conscious funds in their practice
More Advisers Want to Go It Alone
Many motives behind the switch to RIA
Integrated Advisory Teams
Distinguishing factors of productive teams
Money Market Funds Losing Favor
Still, a disconnect yawns between adviser recommendations and sponsor actions
Top 100 Advisers
PLANADVISER Top 100 Retirement Plan Advisers
Advisers who have reached the top of their respectivei peer groups in terms of assets under advisement (AUA) or number of retirement plan clients, including defined contribution (DC), defined benefit (DB) and nonqualified plans.
2018 PLANADVISER Micro Plan Survey
servicing strategies
Value Added
Helping sponsors see the worth of an adviser's fiduciary services
Marketing Mechanics
The Magic of Local Events
Advisers use philanthropy to raise awareness of savings need—and advisory brand
Beyond (k)
Warming to ESG
Sponsors embracing companies that do good
beyond (k)
ERISA vista
fiduciary fitness
Compliance Consult
HSAs in Retirement Planning
Why you should consider learning more about these supplemental accounts
Policies Under the Fiduciary Rule
What the DOL expects, to ensure firms comply
The Duty of Loyalty
ERISA demands it, how courts have interpreted it
‘Principal Protection’ Investments
A look at cases favoring stable value funds