PLANADVISER Magazine

They are a great way to stay in touch with participants, particularly for advisers to large plans

The key is their diversification and participants' tendency to remain invested

FINRA Share-Class Sweep Highlights Importance of CooperationThe Financial Industry Regulatory Authority (FINRA) announced the final results of its mutual fund...

One's claiming age is key to stretching benefits

'Factors' help sponsors share their plan's liability profile

Employers are starting to note the option's role in promoting wellness

Providers respond with passive funds, collective trusts

The Bipartisan Budget Act is seen as the catalyst

Advisers fail to realize the topic should be addressed

To succeed, these programs must prompt workers to take action

Worry Forecast What advisers predict will be clients’ 3 greatest worries for the next 12 months, and what clients say those actually are: Source: Nationwide Advisory Solutions, “Advisor...

By threading data through an AI interface, recordkeepers create a custom participant experience

Managed account services can benefit plan sponsors, participants and advisers

With more insurers in the business, pricing has grown competitive

The opportunity to invest beyond the plan's fund lineup

How advisers benefit from asset management assistance

How the SEC's best interest rule could affect plans, IRAs

Supreme Court won't opine on the provisions' enforceability

Advisers must act in investors' best interest