Magazine Articles

Only 25% think life after work will be better

Americans credit DC plan features with helping them save

Legislative and judicial actions

Since 2009, total plan cost has decreased

Adding a new revenue stream to your practice

Overall, 73.7% of plans offer a match, down from 74.7% last year

How to stand apart from the competition

The saga of the fiduciary rule

Dismal Outlook for Millennials 67% Fear they will outlive their savings 47% Think they will be unable to retire when they would like 34% Participate in a retirement...

Determining whether a plan acts in participants’ best interest

Complying with the impartial conduct standards

The regulator wants to protect retirement investors

Helping sponsors sort out what’s best for retiring workers

What micro plans look for and how to meet those expectations profitably

Participants are moved to a managed account as they draw close to retirement

Should you offer 3(38) fiduciary services or outsource the role?

The role of the adviser in mitigating litigation

… but limit the amount that can be adjusted

By cutting back, retirees can absorb money-related hardships

20-somethings are more apt to broach the topic than are pairs in their 30s and up