Magazine Articles

How the fiduciary rule impacts them

Innovations in medicine and technology have extended human life by more than 30 years since 1900, which has helped to double the time the average adult now spends...

Only 17.0% of people have an outstanding loan from their 401(k) last year

Most older Americans know very little about annuities

Besides the claims of breach of fiduciary duty made of late  against plan sponsors that offer proprietary funds, there have been claims of prohibited transactions. With respect to...

Might other states apply this fiduciary guideline to advisers?

How advisers focused on micro plans grow their business

How to advise sponsors about switching to managed accounts as the QDIA

The adviser’s role when working with a client’s multiple retirement plans.

Non-cookie-cutter plans require non-cookie-cutter services

A look at employees' latest concerns and what these mean to advisers.

Employers are seeing how the benefit helps their bottom line.

The majority (75.3%) of the employers responding to the Plan Sponsor Council of America (PSCA) HSA (Health Savings Account) Snapshot Survey view HSAs as part of their retirement...

People use them as both a savings and a rollover vehicle

Fidelity finds that people squirrel away an average 12.9%  

Even Americans younger than 30 expect it will still exist

Determining what are plan assets is not as easy as it seems

The commission sees several quagmires

How advisers can help sponsors steer clear of common plan errors

Plan sponsors look to advisers for help crafting NQDC plans for HCE employees