Cover Story
Advisers’ Future Trajectory
Firms confront a convergence of retirement plan and wealth consulting
Editor’s Letter
Preventing Financial Regrets
Making sure you are on the right track for retirement
Intro
Looking to the Future
Ways the industry could change in the coming years
Practice Development
Data Points
Investment Focus
Webinars Multiply Possibilities
As many as a quarter of workers view them
Company Matches on the Rise
More than 2/3 of employers now sweeten the pot to help workers save
A Precipitous Drop in ETF Flows
BlackRock and Vanguard ETFs still lead, but mutual funds eclipse them
Capitol News
Compliance News
Legislative and judicial actions
Trendspotting
Trendspotting
ESOP Opportunities
Employers and employees both receive benefits
When Sponsors Want a 3(38) Adviser
Establishing well-defined ground rules and procedures is key
Trendspotting
Trendspotting
HCEs Gain from Workplace Advice
Retail and retirement plan advisers each have a different expertise
Experts Consider LDI for 401(k)s
How a strategy from the pension plan space speaks to retirement income
Trendspotting
Trendspotting
Trendspotting
Talking Points
Addressing Participant Longevity
Plan design and advice will both be key as retirees aim for age 100
Educating Is Important With 529s
Offering advice about these plans can deepen relationships with clients
Tactical TDFs a Better Approach?
Some experts say adjust the glide path to the market
Talking Points
Future Fears, by Gender Fear they will outlive their assets Expect to face significant health care costs Think they will incur long-term care costs Source: LIMRA-SRI From an Adviser’s...
Research
Tangled
The state of the DCIO industry
Feature
High-Tech Meets High-Touch
How advisers blend technology and coaching to engage plan participants
Beyond (k)
Whatever Suits
Retirement readiness discussions need to fit the participant
Regulatory Radar
Major Cases
A roundup of recent noteworthy retirement plan litigation developments
Compliance Consult
Good News for P.R. Plans
Their CITs no longer must register under U.S. law
