Editor’s Letter
Editor’s Letter
What’s Next?
The saga of the fiduciary rule
Intro
Intro
Mastering the RFP
How to stand apart from the competition
Data Points
Data Points
The Status of Company Matches
Overall, 73.7% of plans offer a match, down from 74.7% last year
Trendspotting
Survey Links Optimism to Health
The connection even affects how retirees manage their money
Trendspotting
A Role for Both Active and Passive
Advisers like the lower fees of passive, plus the upside of active, investing
Trendspotting
Few Advisers Plan for Succession
A mere 27% have a formal plan, but within 5 years of retirement, it's 40%
Beyond (k)
Clean Shares’ Popularity
The class improves fee transparency but still needs a clearer definition
Practice Management
The Retirement Purse
Should a participant's TDF still seek returns after he crosses the finish line?
Trendspotting
Talking Points
Covering Health Care in Retirement A 65-year-old couple retiring this year will need $280,000 to cover health care and medical expenses throughout retirement. This is a 2% increase...