Publisher’s Note
Being Cyber Aware
As cybersecurity threats proliferate, advisers can emphasize the need for vigilance.
Trends
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?
Trends
Trends
Trends
Trends
Asset Flows Affect Plan Decisions
Clients can adjust for the economy to protect participant savings.
Early Retirement Health Costs
Strategies to keep medical bills from spiraling out of control.
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...
Compliance News
Data Points
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.
Plan Design / Cover Story
Balancing Act
How advisers can help participants prioritize their savings, with retirement in mind.
Plan Design / Post-Retirement
New Territory for Income?
Advisers and providers need to help solve the decumulation challenge.
Plan Design / Modeling
Previewing Plan Features
A tryout for the client removes any mystery before implementation.
Plan Design / Participant Coverage
Greater Access
Adjust the plan—or craft a new one—to cover a client’s excluded workers.
Plan Design / Investments
Plan Design / After-Tax Contributions
Next-Level Options
How advisers can make strategies they know, work better.
A Different Way to Save
The ins and outs of adding a non-Roth option to a 401(k).
Compliance Consult
Compliance for Wealth Managers
PTE 2020-02 cannot resolve all conflicts of interest.
ERISA vista
If Caught Off Guard by a Failure
Advisers can self-correct some violations of PTE 2020-02.