Magazine Articles

Advisers can benefit from working with lawyers in the field 

Many Boomers will need to work in retirement; advisers can help them plan for it

Many 401(k)s contain a feature advisers don’t want participants to use

The technology advisers increasingly use to involve participants

Where ‘auto’ features make a real difference

Many consider a 3% 401(k) plan fee reasonable

Serving the different needs of mega, midmarket and micro plans

A plan sponsor’s administrative committee needs to abide by written bylaws, according to a white paper from RidgeWorth Investments of Atlanta, titled “The Best Practices of Retirement Plan...

Six essential responsibilities of a plan administrative committee

Here are some important guidelines an investment committee should consider on a regular basis.

Steering the investment committee

Overcoming plan sponsor objections to plan design

If Roth 401(k) were a human being, he would be going through an existential crisis.

Retirement plan custodians and vendors adapt to new market realities by providing more products and services for retirement plan RIAs.

Plan benchmarking now means more than participation rate

Provider search tools can streamline the RFP process

How to talk so participants will listen

A properly designed RFP can help you do more than just pick a provider.

How retirement plan advisers and plan sponsors can help women combat a potential retirement savings shortfall

Plan benchmarking is increasingly popular but bringing new challenges