PLANADVISER Magazine

COVER

Smart Design

A ground plan for making all clients profitable clients

Art by Jun Cen
Trendspotting

Talking Points

Concerns and trends among retirement plan advisers and participants
Art by Lisk Feng
Servicing Strategies

Weathering Audits

The DOL has extended the scope of its examinations
Art by Hayden Maynard
Investment-Oriented

The Case for Roths

These 'delayed gratification' plans offer benefits worth waiting for
Fiduciary Fitness

ERISA Section 409(b)

Fiduciaries can be personally liable—even for a predecessor’s breach
view archive