Cover Story
Editor’s Letter
Intro
Data Points
Outscale the Competition
Mastering the RFP response can make your business grow
What’s Next?
The saga of the fiduciary rule
Mastering the RFP
How to stand apart from the competition
The Status of Company Matches
Overall, 73.7% of plans offer a match, down from 74.7% last year
Practice Development
Plan Focus
The Value of HSAs
Adding a new revenue stream to your practice
401(k) Plan Costs Average 0.88%
Since 2009, total plan cost has decreased
Compliance News
Compliance News
Legislative and judicial actions
Trendspotting
Trendspotting
Trendspotting
Trendspotting
Trendspotting
Beyond (k)
Design Matters
Americans credit DC plan features with helping them save
Women Worry About Retirement
Only 25% think life after work will be better
Survey Links Optimism to Health
The connection even affects how retirees manage their money
A Role for Both Active and Passive
Advisers like the lower fees of passive, plus the upside of active, investing
Few Advisers Plan for Succession
A mere 27% have a formal plan, but within 5 years of retirement, it's 40%
Interest in Guaranteed Income
80% of DC participants want the security
Trendspotting
Trendspotting
Gen Xers on Shaky Retirement Ground
40% have stored up nothing for that day
More Save for Retirement
... But few believe they are saving enough
Feature
Current Focus
How DCIO providers are positioning themselves to stand out
Sales Champ
Key Partnerships
How to win new clients via novel planning capabilities
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?
Beyond (k)
ERISA vista
Compliance Consult
Beyond (k)
Trendspotting
The Power of Hosting Events
How one advisory firm built a space to build its business
Rollover Recommendations
A rollover to an IRA may still be prohibited
A New Best Interest Model
The SEC steps up to the plate
Limited Liability of a Trustee
ERISA constrictes that fiduciary's duty of prudence
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 from...