Investment-Oriented
How to Explain CITs to Sponsors
In this day of hyper-litigation, these low-cost funds deserve a closer look
ERISA vista
Fiduciary Fitness
Investigations Intensify
The agency homes in on fee arrangements
Appropriate Benchmarking
The most common method to ensure reasonable fees
Compliance Consult
Open MEP Opportunities
A look at the compliance challenges, as well
Beyond (k)
Pension Risk Transfer
Advisers can reduce clients' risk and increase their own value
Marketing Mechanics
Valuable Partnerships
How one adviser works with wealth managers in his firm to find prospects
Feature
Narrowing the Scope
Analyzing big data from the recordkeeper to measure plan and participant achievements
Research
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A Commanding View
Our annual survey reveals advisers' top choices in service providers
Talking Points
Insights into participants' minds
Women Will Heed Financial Advice
Giving them education, planning tools and similar resources helps
Half of Retirement Savers Are ‘Chasers’
Expenses interfere with many workers' retirement savings goals
Plan Sponsors Could Do More
Few address how to help their employees have income for life
Increased Financial Education Demand
Employers say debt and saving for retirement are workers’ top worries
Few Plans Embrace ESG
The DOL is asked to clarify its position on socially responsible investing
Pre-Retirees Expect to Return to Work
The primary reason: To earn more money
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The Most Successful Advisers Are Tech Innovators
AI is just one strategy they use to drive profitability
Most Millennials Have Appropriate Allocations
This is despite having lived through two bear markets
Improvement in Retirement Outlook
Most workers now expect to retire on time
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Fiduciary Insurance Is Critical
Insurers scrutinize potential customers more carefully