Magazine Articles

Questions advisers are asking

Recently, I was sent yet another article with a headline referencing “hidden 401(k) fees” and a message of caution to...

How to design a smart, safe investment policy statement

The key is selecting the right people

For many retirement plan advisers, especially those who frequently travel to and from their clients’ offices, keeping track of the various reports and correspondences that allow their firms...

New products, highlights, announcements

Spotlighting industry data from PLANADVISER’s proprietary research

403(b) sponsors in great need of fiduciary help

Our annual survey of retirement plan advisers is fodder for two proprietary research reports in this issue.

Tired of giving the same old presentations? Use these nuggets of information to spruce them up.

ERISA pertains only when an employer is 'involved'

The 2014 PLANSPONSOR Retirement Plan Adviser of the Year winners—in the individual, team and multioffice team categories—stand out for their overriding concerns for plan sponsor clients and participants,...

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

The post-Dudenhoeffer era

The importance of adviser credentials in an evolving and competitive marketplace

Questions advisers are asking

Some institutional funds now have a floating NAV

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

The technology advisers increasingly use to involve participants

Are you guiding participants to the right investments?