PLANADVISER March/April 2018

Alison Cooke Mintzer (photo by Chris Ramirez)

Symbiosis

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

Par Excellence

Celebrating the 2018 PLANSPONSOR Retirement Plan Adviser of the Year finalists and winners

Tactical Latitude

Target-date funds that let managers deviate from the glide path

Talking Points

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...
Art by Jing Wei

Taking on Discretion

Should you offer 3(38) fiduciary services or outsource the role?
Art by Nick Little

A QDIA in Transition

Participants are moved to a managed account as they draw close to retirement
Art by Paige Mehrer

Working Down-Market

What micro plans look for and how to meet those expectations profitably

Duty to Investigate

Determining whether a plan acts in participants’ best interest