Magazine Articles

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.
Alison Cooke Mintzer (photo by Chris Ramirez)

A Health/Wealth ‘Plan’

Health savings accounts' triple tax advantages make them a very worthwhile savings vehicle.

Talking Points

Covering Health Care in Retirement A 65-year-old couple retiring this year will need $280,000 to cover health care and medical expenses throughout retirement. This is a 2% increase from...
Art by Claire Merchlinsky

The Retirement Purse

Should a participant's TDF still seek returns after he crosses the finish line?
Art by David Huang

Key Partnerships

How to win new clients via novel planning capabilities
Art by Armando Veve

Current Focus

How DCIO providers are positioning themselves to stand out