PLANADVISER November / December 2017

Art by Alessandro Gottardo

The Next Step

Adviser choices on participant-level fiduciary recommendations

The Simplest Fix

My daughters have been receiving an allowance since they were each around 4 years old. It gets divided three ways: spend, save and give. Spend and save are fairly...

Education vs. Advice

Part of the reason the qualified default investment alternative regulation—found in the Pension Protection Act of 2006 (PPA)—was viewed as so helpful to participants was because they often just...
Art by Eron Hare

Compliance News

DOL Approves Fiduciary Rule DelayThe Department of Labor (DOL) has decided to delay implementation of the special transition period for the fiduciary rule’s best interest contract exemption (BICE) and...
Art by Melinda Beck

Professional Groups

Owners’ concerns are saving enough for retirement and reducing their tax liabilities