PLANADVISER Magazine

COVER

Being Cyber Aware

As cybersecurity threats proliferate, advisers can emphasize the need for vigilance.

Trends

On the Move

 ➜ Julija Kod joined Wilshire as senior vice president of the institutional client solutions team. ➜ Daniel Yem joined J.P. Morgan Asset Management as a senior investment specialist to...
Trends

Talking Points

Do You Want to Live to 100? Back to Work In May, after rising steadily since January, the rate of unretirement—a return to the workforce among those who...
Compliance News

Legislative and Judicial Actions

The SEC favors proxy voting advice rule amendments; the PBGC issues final rule implementing the Special Financial Assistance program; appeals...
Data Points

An Adviser’s Value

Most plan sponsors agree that a dedicated adviser delivers better outcomes.
Plan Design / Cover Story

Balancing Act

How advisers can help participants prioritize their savings, with retirement in mind.
Plan Design / Participant Coverage

Greater Access

Adjust the plan—or craft a new one—to cover a client’s excluded workers.
Plan Design / Investments

Next-Level Options

How advisers can make strategies they know, work better.
Plan Design / After-Tax Contributions

A Different Way to Save

The ins and outs of adding a non-Roth option to a 401(k).
Plan Design / Q&A

Larry E. Crocker

On the role of fiduciary management and adviser support.
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