PLANADVISER January/february 2019

Art by Uijung Kim

Forward Focus

How offering 3(38) fiduciary services can help advisers declutter the investment conversation

Activism at Work

The ESG of today generally refers to rewarding companies with investments because of positive behaviors
Art by Uijung Kim

Brass Tacks

Serving as a 3(38) fiduciary enables an adviser to focus more on plan outcomes

Talking Points

Fearing Market Risk Nearly half (48%) of Americans believe they are exposed to greater market risk today than before the 2008 financial crisis. Source: Natixis Investment Managers Military Families...

Climate Change and ESG

The news drives interest in ESG, but the change to widespread adoption is slow
Art by Tim Bower

Lost Participants

It is sponsors’ duty to locate their terminated ‘missing persons’