cover story
Momentum
The Pension Protection Act propelled plans forward, but experts call for still more improvements
Editor’s Letter
The ‘Threat’ of the PPA
The PPA is the most comprehensive reform of the U.S. pension laws since the enactment of ERISA
intro
Whats Online
Data Points
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
What’s Online
Keep Up With the News
Need for Retirement Income
Longevity is driving the demand
Practice Development
Investment Focus
Dividing Up the Roles
Considerations when assigning responsibilities
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...
Capitol News
trendspotting
Capitol News
An adviser eye on Washington
Trendspotting
A look at the latest concerns and actions among employees, and what they mean for advisers
research
2016 PLANADVISER Recordkeeper Services Guide
Scaling the Facts: Understanding adviser-sold recordkeepers
servicing strategies
Staying Within Bounds
Does the new fiduciary rule create a fine line between
education and advice?
practice management
The Right Pick
Improving your business by partnering with a TPA
micro scope
Servicing Micro Plans
While advisers’ skills are much needed, can the business be
profitable?
fiduciary fitness
Government Plans Will Receive Face-Lift
The IRS proposes new rules for NQDC plans
Compliance Consult
Don’t Forget About Sweep Programs
Prohibited transactions under the new fiduciary rule