PLANADVISER Magazine

Investment Focus

Tactical Latitude

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

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...
Art by Jing Wei
Practice Management

Taking on Discretion

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

A QDIA in Transition

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

Working Down-Market

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

Duty to Investigate

Determining whether a plan acts in participants’ best interest
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