PLANADVISER July/August 2016

Momentum

The Pension Protection Act propelled plans forward, but experts call for still more improvements

The ‘Threat’ of the PPA

The PPA is the most comprehensive reform of the U.S. pension laws since the enactment of ERISA

A Work in Progress

While the Pension Protection Act helped to improve retirement plans considerably, there still is a great deal more work to be achieved to help people retire safely

Target-Date Funds Top $800B

The close of the first half of 2016 saw a modest, 4.2% quarter-over-quarter increase for target-date funds (TDFs), bringing assets in the mutual fund products to $810.5 billion. Showing...

Trendspotting

A look at the latest concerns and actions among employees, and what they mean for advisers

Staying Within Bounds

Does the new fiduciary rule create a fine line between education and advice?

The Right Pick

Improving your business by partnering with a TPA

Servicing Micro Plans

While advisers’ skills are much needed, can the business be profitable?