Magazine Articles

When it comes time to help plan sponsor clients select and monitor investment lineups, advisers have clear favorites

Advisers say that each provider has varying strengths, so “which one’s best?″ can be a thorny question

Advisers look beyond performance in making fund selection but not much further

Advisers share their favorite providers

In spring of 2008, PLANADVISER sent an e-mail to its database of broker/dealers to learn what some are doing to accommodate retirement plan advisers. This is a list...

A year in review of PLANADVISER research for 2008

Retirement plan advisers play an integral role in many providers' delivery systems, but while some providers do both adviser-sold and direct-sold business, others do no business through intermediaries.

Capturing the profile of the "typical" retirement plan adviser

What advisers see when looking for a DC recordkeeper partner

Advisers share their preferences for building a plan investment lineup

Putting retirement income planning front and center

What effect does a retirement plan adviser have on a plan?

Benchmarking a plan against comparable ones gives you a true indicator of success

How advisers are making a difference