PLANADVISER Magazine

Advisers can help small nonprofits—a market that’s expected to grow.

How they want to be prepared for emergencies.

 ➜ Lisa Gomez was confirmed, in a 49-36 Senate vote, as the new assistant secretary of labor for the Employee Benefits Security Administration.➜ J.P. Morgan Asset Management appointed...

Where Employers Spend on ‘Wellness’ In today’s worrisome economy, just 32% of large companies prioritize investing in workers’ financial well-being—i.e., to a “high” or “very high” extent—vs. in...

Participants may need prompting to use available adviser services.

Helping sponsors determine what retiree services to offer plan participants.

Challenges plan advisers face when developing business strategies—and how to resolve them.

As the plan adviser role evolves, what may the future hold?

The type of lineup drives complexity in managing liabilities.

Economic distractions and alternative options have lessened the uptake.

How the regulation applies can be nothing short of complicated

A SEP plan or SIMPLE can be a bridge to a traditional DC plan.

The SEC steps in where ERISA didn’t tread.

PTE 20-02 complicates the meaning of investment advice.

Meet SageView Advisory Group’s new COO.