Magazine Articles
Trends
Benefits for an Uncommon Group
The adviser industry must evolve to effectively serve the gig workforce—a growing segment of employees who need help with financial...
Trends
PEPs’ Predicted Growth
Advisers ‘on the fence’ may have several reasons to change their minds.
Trends
Hidden Positives
A 3(38) fiduciary can benefit retirement plans in more ways than the obvious.
Cover Story
Eyes on the Investment Menu
Experts share insights on the construct of a modern DC plan lineup.
Talking Points
Talking Points
To Set It and Forget It Can Affect ReturnsManagers of target-date funds are favoring their own fund families at the expense of performance when investors have a set-it-and-forget-it...
ERISA vista
Rollovers and Fiduciaries
Recent DOL guidance expands the definition of fiduciary advice.
Advisers Giving Back
The CCF’s Big Day—and Year
Firm generates $4.8 million in charitable contributions.
Publisher’s Note
Juxtaposition
Many clients and plan participants have suffered during the pandemic—now the industry needs to think about how to help.
PLAN DESIGN | Selling
Not Just Retirement Services
Many modern advisers have moved into health, wealth and other benefits.
Compliance News
Legislative and Judicial Actions
States updating annuity standards; Senate confirms a Labor secretary; GAO presses the DOL to clarify cybersecurity guidance; and more.