A Helping Hand
Participants may need prompting to use available adviser services.
Magazine Articles
Publisher’s Note
A Future of ‘Coopetition’
Advisers and providers are starting to bump up against each other in their quest for retiree business.
Compliance News
Legislative and Judicial Actions
The DOL updates auditor independence rules; the IRS extends plans’ amendment deadlines for certain CARES Act and Tax Relief Act provisions; MarylandSaves, the latest state-run plan, launches; and more.
Trends
Talent Management Trends
Firms are rethinking strategies, with a focus on serving more diverse clients.
Trends
Vesting Under Scrutiny
Some employers rethink the practice in a day of ‘people want it now’.
Trends
Trends
Trends
Of Mutual Benefit
Advisers can help small nonprofits—a market that’s expected to grow.
Savings for Low-Earners
How they want to be prepared for emergencies.
On the Move
➜ 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 Steve...
Beyond 401(k) / Participant Services
The Full Potential
Helping sponsors determine what retiree services to offer plan participants.
Beyond 401(k) / NQDC Plans
NQDC Investment Menus
The type of lineup drives complexity in managing liabilities.
Beyond 401(k) / PEPs
PEPs’ Slow Growth
Economic distractions and alternative options have lessened the uptake.
Beyond 401(k) / Small Plans
Scaling for the Future
A SEP plan or SIMPLE can be a bridge to a traditional DC plan.
Compliance Consult
Principal Trading
PTE 20-02 complicates the meaning of investment advice.
ERISA vista
Trends
Rollover Rules for 457(b) Plans
The SEC steps in where ERISA didn’t tread.
Talking Points
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 programs...
Beyond 401(k) / 403(b) Plans
Reg BI’s Impact on 403(b)s
How the regulation applies can be nothing short of complicated
Plan Design / Q&A
Jorge Bernal
Meet SageView Advisory Group’s new COO.
Beyond 401(k) / Cover Story
PANC
Trends
The Possibilities Ahead
As the plan adviser role evolves, what may the future hold?
2022 PLANADVISER National Conference
Challenges plan advisers face when developing business strategies—and how to resolve them.
On the Move
➜ Julija Kod joined Wilshire as senior vice president of the institutional client solutions team. ➜ Daniel Yem joined J.P. Morgan Asset Management as a senior investment specialist to support...