What makes a great retirement plan adviser? As the 2019 PLANSPONSOR Retirement Plan Adviser of the Year finalists so successfully prove, the great professionals in this field have a commitment to driving excellent retirement plan design and outcomes for their plan sponsor clients and participants.
Thanks to the power of automatic enrollment, it is possible for particiants to amass $1 million in a 401(k) or other retirement plan.
Announcing the 2019 PLANSPONSOR Retirement Plan Adviser of the Year
'Open MEP' legislation could boost the number of such plans well past 2,641
Advisers make a difference in some cases, but not all
Fiduciaries Get Final Win in Disney SuitA federal appellate court has affirmed a lower court decision in a lawsuit against Fidelity Management Trust Co. as a fiduciary to the...
Open MEPs and FinTech make plans more available
Some legislators and regulators act to fill a perceived void
Mergers and acquisitions drive the trend
Embracing factor-based funds could help advisers fine-tune portfolios
The singles in that group trail Generation X and Boomers in savings
Experts advise making financial plans before they are needed
The user experience can help decisionmaking
Trends and concerns among retirement plan participants
What advisers should ensure that members understand
These asset classes can soothe the effects of market volatility.
There’s no such thing as standard adviser E&O insurance.
But there’s no good reason for a plan not to have one.