INVESTMENT-ORIENTED

Art by Nick Little

A QDIA in Transition

Participants are moved to a managed account as they draw close to retirement

Annuities in DC Plans

Advisers can overcome plan sponsor—and participant—reservations

Default Thinking

How to advise sponsors about switching to managed accounts as the QDIA

Window Guard

How to help limit the potential risks of brokerage windows

The Value of Alts

Alternatives can play a helpful role as interest rates rise and equity markets whipsaw

Investment-Oriented

Articles that appeared in the Investment-Oriented section of the magazine.

Target Practice

The adviser’s evolving role in helping sponsors with TDFs

Retirement Inputs

How retirement income calculators can prompt higher savings

A Closer Look at ETF Fees

Advisers can help sponsors who are drawn to the funds’ low expense ratios get the full cost picture