Magazine Articles

Key legislation, regulations and litigation from Washington, D.C., and the courts.

What to know, and do, about the SECURE Act.

Transactions, promotions and new hires in the financial advisory industry.

PLANADVISER sharpens its focus on ‘the best of the best.’

Our Retirement Plan Adviser of the Year winners have ‘A’ced the test of time.

Advisers can find multiple recordkeepers on one platform.

Expert advice for how to make the most of your face time with employees.

Past Retirement Plan Advisers of the Year discuss corporate social responsibility.

Plan success measures are all over the map.

Calling all males to help women succeed in the retirement industry.

How advisers use social media for business development.

3 ways to help your clients protect against cybersecurity threats.

Advisers help sponsors limit participant use of company stock.

47% of those entering the job market—ages 20 – 24—contribute to a 401(k)plan. Likewise … 50% of workers 65 and older still contribute to their plan. 50% through...

Effective means to broaden retirement plan access.

2019 breaks M&A records.

Participants must choose income products that meet their individual needs.

A model’s structure determines the adviser’s fiduciary status.

New committee members need not look for breaches to repair.

Must a plan’s security policies meet the duty of prudence?