PLANADVISER July/August 2018

Alison Cooke Mintzer (photo by Chris Ramirez)

A Health/Wealth ‘Plan’

Health savings accounts' triple tax advantages make them a very worthwhile savings vehicle.

Best Interest in Mind

Plan sponsors are likely to ensure that advisers are keeping participants' best interests in mind when recommending rollovers, even though the fiduciary rule has been vacated.
Art by Clarissa Liu

Compliance News

Bills Addresses Retirement Plan AccessA package of bills sponsored by Senators Cory Booker, D-New Jersey, Tom Cotton, R-Alaska, Heidi Heitkamp, D-North Dakota, and Todd Young, R-Indiana, would increase access...

LPL’s Long-Range View

Bill Beardsley, head of Retirement Partners at LPL, gives his take on the firm’s decision to close the Worksite Financial Solutions program, and on his plans for lasting growth in the DC retirement space.

Talking Points

A look at trends among retirement plans
Art by Dadu Shin

Stretching the Match

An adjustment to the formula can enlarge participants’ savings