Magazine Articles

The transformational law makes waves in the ­retirement plan industry not ­anticipated in 1974

The pros and cons of a 3(21) fiduciary partnering with a 3(38) fiduciary

How retirement plan advisers can address participant questions

Ensuring members understand their roles and responsibilities

Jim McCarthy of Morgan Stanley and Charles Nelson of Great-West Financial

How sponsors and advisers measure plan success

Americans’ lack of foresight on 401(k) savings—and what advisers can do to ramp it up

At the end of last year, we announced some of the nation’s most successful retirement plan advisers in our list of the 2013 PLANADVISER Top 100 Advisers. In...

The 2013 PLANSPONSOR/PLANADVISER Awards for Excellence

Successfully engaging automatically enrolled participants starts with the default rate—and, studies say, 3% will not cut it.

Fee disclosure requires those all around the retirement plan industry to get involved

The Department of Labor (DOL) participant fee disclosure requirements go into effect August 30, and the majority of plan sponsors surveyed are ready.

Evaluating whether a target-date fund family is still the best solution

Five ways advisers can help sponsors comprehend the risks of these funds

What to keep in mind when working with TPAs

Working with a sponsor who wants to switch out some mutual funds for collective trusts?

Interest in in-plan retirement-income options grows, but challenges remain

Making sense of the pros and cons of exchange-traded funds

Helping departing ­participants with their next steps

Considerations for selecting a plan benchmarking tool