Publisher’s Note
The New Differentiator
PLANADVISER’s revamped awards go beyond funds, fees and fiduciary.
Compliance News
Legislative and Judicial Actions
AGI U.S. settles in fraulent scheme suit, then exits the country; the IRS re-extends relief from the physical presence requirement; the SEC plans to adjust its ESG and ‘Names Rule’ regulations; and more.
Top 100 Advisers
PLANADVISER Industry Leaders Awards 2022
Introducing PLANADVISER’s new awards approach and our 2022 winners
Trends
Trends
Social Security on the Brink?
Long-standing solvency problems remain.
All Eyes on PEPs
Some small employers are warming to the plans.
Trends
Trends
Trends
New, Tighter Distribution Rules
Retirement plan advisers should revisit retirement planning for clients who count on the ‘stretch’ IRA provision for bequeathing their individual retirement account or 401(k).
Talking Points
Why Institutional Clients Leave An Investment FirmThe top two reasons institutional clients went elsewhere to invest in 2020 also dropped the most as priorities a year later. Over that...
On the Move
➜ SageView Advisory Group hired Javier Obando as a retirement plan consultant in its Newport Beach, California, office. ➜ The Securities and Exchange Commission appointed Richard Best as director of its division...
MODERN INVESTMENT MENU / COVER STORY
Paving the Way
Approaches to adding income products into DC plan design—but not on the menu.
2022 PLANADVISER DCIO Survey
Feature
Design and Stability
Evaluating the investment menu in inflationary times.
MODERN INVESTMENT MENU / CRYPTOCURRENCY
Fool’s Gold for 401(k)s?
The DOL’s guidance on cryptocurrency causes much confusion.
MODERN INVESTMENT MENU / BACK OFFICE
A Collective Effort
Central office investment leaders talk through their process.
Compliance Consult
Real Estate Fund Investments
An REOC lets asset managers avoid ERISA limits.
ERISA vista
Cryptocurrency in DC Plans
The DOL explains the digital investment products’ risks and challenges.