cover story
The Next Step
Adviser choices on participant-level fiduciary recommendations
Editor’s Letter
intro
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...
viewpoint
Data Points
Practice Development
Investment Focus
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...
Employers Neglect Financial Ed
Yet most employees call learning about personal finance ‘important’
How to Make the Leap
What to consider when trying to move upmarket
Zero/Zero Share Classes Hit $1.2t
74 investment managers now offer these funds
trendspotting
trendspotting
Advising Women to Take More Risk
Female clients may need to change their investments
State Street Calls for New Policies
The firm suggests deferring Social Security payments
trendspotting
trendspotting
trendspotting
trendspotting
trendspotting
PANC
Singles Behind in Retirement Savings
Forty-four percent of single people are saving for retirement, compared to 63% of married people
403(b)s Embrace ‘Auto’ Features
More than two in 10 not-for-profits now automatically enroll participants
More DC Plans Using CITs
Competitive pricing is putting this vehicle on the map
Focus Needed for Factor Investing
Way too much product and a lot of confusion
401(k) Allocations Have Changed
TDFs now comprise 25% of 401(k) assets, largely due to auto-enrollment
2017 PLANADVISER Practice Benchmarking Survey
Our definitive annual report on how retirement plan advisers run their practices
2017 PLANADVISER National Conference
Above and Beyond: How Leaders Are Confronting Fiduciary Change and New Market Realities
servicing strategies
Aggressive Plan Design
A strong retirement system benefits everyone in the U.S. economy
micro scope
Professional Groups
Owners’ concerns are saving enough for retirement and reducing their tax liabilities
investment-oriented
The Value of Fixed Income
The strategy is a good hedge against equity underperformance
Compliance Consult
fiduciary fitness
SEC Investor and Cyber Initiatives
The priorities of two new programs
Cybersecurity and Benefit Plans
It is undetermined whether participants’ private data is protected