Magazine Articles

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Changing Directions

When we planned this issue, we were prepared to cover the SECURE Act and its sweeping developments. Since then, we've...
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A New Approach

PLANADVISER sharpens its focus on ‘the best of the best.’
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What’s Next?

This issue covers end-of-year improvements, such as helping clients start a rainy-day savings program, adding women advisers to one’s practice,...
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A Time of Change

Advisers have a variety of strategies to evolve their firm—from good partnerships at the plan level to well-thought-out M&A’s.
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The Path Forward

The various models advisers can adapt to grow their practice
Art by Uijung Kim
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Brass Tacks

Serving as a 3(38) fiduciary enables an adviser to focus more on plan outcomes
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Best Interest in Mind

Plan sponsors are likely to ensure that advisers are keeping participants' best interests in mind when recommending rollovers, even though the fiduciary rule has been vacated.
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Par Excellence

Celebrating the 2018 PLANSPONSOR Retirement Plan Adviser of the Year finalists and winners
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The Next Big Thing

What could be the next major development, following the passage of the Pension Protection Act more than 10 years ago?
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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...
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Rules of Engagement

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

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

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