PLANADVISER July/august 2022

Being Cyber Aware

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

Buy Now Pay Later

Even if plan participants can pay their items off in time, will they really pay later, after they’ve overspent and their retirement nest egg is too small?

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 support...

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 had...

Legislative and Judicial Actions

The SEC favors proxy voting advice rule amendments; the PBGC issues final rule implementing the Special Financial Assistance program; appeals court rules in favor of defendants in CommonSpririt Health ERISA lawsuit; and more.

An Adviser’s Value

Most plan sponsors agree that a dedicated adviser delivers better outcomes.

Balancing Act

How advisers can help participants prioritize their savings, with retirement in mind.

Greater Access

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

Next-Level Options

How advisers can make strategies they know, work better.

Larry E. Crocker

On the role of fiduciary management and adviser support.