Celebrating a commitment to driving excellent retirement plan design and outcomes
A look at the connection between the PLANSPONSOR Plan Sponsor of the Year finalists and winners, the PLANADVISER Top 100 and the PLANSPONSOR Retirement Plan Adviser of the Year finalists and winners
Celebrating the 2018 PLANSPONSOR Retirement Plan Adviser of the Year finalists and winners
How experts influence the use of managed accounts as the QDIA
Serving highly compensated employees
Target-date funds that let managers deviate from the glide path
Highlights of BrightScope's proprietary research
Legislative and Judicial Actions
… but limit the amount that can be adjusted
The firm will charge new sponsor clients that choose Vanguard products
Most firms don’t know how well-prepared—or not—their workers are.
20-somethings are more apt to broach the topic than are pairs in their 30s and up
By cutting back, retirees can absorb money-related hardships
Assets topped an estimated $45 billion at the close of last year
Dismal Outlook for Millennials 67% Fear they will outlive their savings 47% Think they will be unable to retire when they would like 34% Participate in a retirement plan...
The role of the adviser in mitigating litigation
Should you offer 3(38) fiduciary services or outsource the role?
Participants are moved to a managed account as they draw close to retirement
Helping sponsors sort out what’s best for retiring workers
What micro plans look for and how to meet those expectations profitably