Alison Cooke Mintzer (photo by Chris Ramirez)

Burying the Lead?

Investing is about how you behave more than it is about what you know
Alison Cooke Mintzer (photo by Chris Ramirez)

A Health/Wealth ‘Plan’

Health savings accounts' triple tax advantages make them a very worthwhile savings vehicle.
Alison Cooke Mintzer (photo by Chris Ramirez)


A look at the connection between the PLANSPONSOR Plan Sponsor of the Year finalists and winners, the PLANADVISER Top 100 and the PLANSPONSOR Retirement Plan Adviser of the Year finalists and winners
Alison Cooke Mintzer (photo by Chris Ramirez)

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...

Hiding in Plain Sight

Use a higher default rate for employees who were already participating in a retirement plan

Setting the Record Straight

The idea that people worked for one company their whole lives and then got a “fat” paycheck at the end is not proven by evidence.

Kicking the Can

No more kicking the fiduciary rule implementation can down the road for the Department of Labor (DOL).

What it Takes

What we, as the judges for the PLANSPONSOR Retirement Plan Adviser of the Year award program, look for when selecting the winners.

Thanks to Our Adviser …

The PLANASPONSOR Plan Sponsor of the Year awards program proves what an integral role advisers play in guiding the nation's most successful plans.


Celebrating 10 years of publishing PLANADVISER

The ‘Threat’ of the PPA

The PPA is the most comprehensive reform of the U.S. pension laws since the enactment of ERISA

The Plan Design Spectrum

From conservative to progressive, the role that advisers play in helping their plan sponsor clients develop the right plan design.

Qualitative and Quantitative

Judging the awards for the PLANADVISER and PLANSPONSOR Awards for Excellence, just like running or advising retirement plans, is an art not a science

Liability-Driven Decisions

There is no doubt that litigators have been busy, both in 2015 and in the early days of 2016.

The Downside

It is important to educate participants about a well-diversified portfolio, to protect them in various market environments.

Methods of Messaging

Even with automatic enrollment, you still need to engage participants.

Time to Evolve

We will now be determining the 2016 PLANADVISER Top 100 Retirement Plan Advisers based on on quantitative information from the PLANADVISER Retirement Plan Adviser Survey.