Publisher’s Note
Look at the Frame
What is the data really saying?
Compliance News
Data Points
Trends
Trends
Legislative and Judicial Actions
GAO is asked to review TDFs; complementary ‘SECURE 2.0’ legislation is introduced; 2022 HSA contribution limits are inflation-adjusted; and more
Investing With HSAs
To save for health expenses in retirement can be accelerated.
Advisers Confront Risk
Longevity risk and inflation are the ‘biggest challenges.’
Employer Plan Growth
State-run plans, PEPs, SIMPLE plans expand access.
Trends
Benefits for an Uncommon Group
The adviser industry must evolve to effectively serve the gig workforce—a growing segment of employees who need help with financial planning and with saving for retirement.
Trends
PEPs’ Predicted Growth
Advisers ‘on the fence’ may have several reasons to change their minds.
Trends
Hidden Positives
A 3(38) fiduciary can benefit retirement plans in more ways than the obvious.
Trends
Talking Points
Trends
An Age-Old Problem
Advisers often disregard life expectancy when designing financial plans.
Talking Points
To Set It and Forget It Can Affect ReturnsManagers of target-date funds are favoring their own fund families at the expense of performance when investors have a set-it-and-forget-it mentality....
On the Move
Transactions, promotions and new hires in the financial advisory industry.
Cover Story
Eyes on the Investment Menu
Experts share insights on the construct of a modern DC plan lineup.
2021 PLANADVISER DCIO Survey
Investments | Participants
Wealth Transfers on the Horizon
Emerging affluent investors may reshape some advisory shops.
Investments | ESG
The Promise of Sustainable Investing
Getting past misconceptions to help advisers and their clients leverage ESG.
ERISA vista
Rollovers and Fiduciaries
Recent DOL guidance expands the definition of fiduciary advice.
Compliance Consult
Advisers Giving Back
Caution Needed Regarding Rollovers
Many recommendations may now be investment advice.
Giving Is Contagious
Celebrating the good works of advisers who give back to their communities in personal ways.