INTRO

Education vs. Advice

Part of the reason the qualified default investment alternative regulation—found in the Pension Protection Act of 2006 (PPA)—was viewed as so helpful to participants was because they often just...

Rules of Engagement

Advisers need to go beyond automatically enrolling participants—to get them to take real interest in their retirement future.

Getting to the Right Place

While retirement plans have made great improvements in the past few years, a great deal more work still needs to be done.

Brilliantly Done

We salute the 2017 PLANSPONSOR Retirement Plan Advisers of the Year, both the winners and the finalists, for their brilliant work.

Leverage

Recordkeepers, third-party administrators (TPAs) and investment managers regularly present robust new tools to better run your practice and more effectively serve participants and sponsors.

A Work in Progress

While the Pension Protection Act helped to improve retirement plans considerably, there still is a great deal more work to be achieved to help people retire safely

The Bottom Line

This year's PLANADVISER Adviser Value Survey shows that advisers are making a difference

A Look Back at 2015

When you think back on 2015 and what happened in the retirement plan industry, what will come to mind?

Key Partners

Highlighting the 2015 PLANADVISER Retirement Plan Adviser Survey

Standout Performance

If, in the annual review meeting, you aren’t highlighting all of the efforts
you’ve made throughout the year to improve and safeguard the retirement
plans you serve, you should be.

Standards of Excellence

Congratulations to the 2015 PLANSPONSOR Retirement Plan Adviser of the Year winners and finalists!

Trends and Trendsetters

When you embark on your year-end meetings with your retirement plan clients, how do you help them measure their plans’ success?

Preferred Partners

Our annual survey of retirement plan advisers is fodder for two proprietary research reports in this issue.

Stars Among Us

Congratulations to the 2014 PLANSPONSOR Retirement Plan Advisers of the Year!