Magazine Articles

Considerations for selecting a plan benchmarking tool

How to benchmark advisory practices in light of fee disclosures

Target-date fund due diligence requires extra attention from plan sponsors and advisers

How do plan sponsors and participants address a lack of retirement savings?

How advisers can take advantage of the shifting retirement plan landscape

New products, highlights, announcements

As a kid, I thought that summer—synonymous with vacation—meant I didn’t have to keep up with things happening outside my small universe.

Five things to think through

Sponsor interest in third-party investment advice is on the rise.

Managed accounts can craft improved participant outcomes

Why every adviser needs insurance for fiduciary breaches

Advisers need support with fee disclosure and fiduciary status

To bundle, or not to bundle: That is the question

Eighty-four percent of professional service firms say compliance with regulations is their top concern when sponsoring retirement plans for their employees.    

Minorities' retirement plans hardest hit by recession

 Helping sponsors decide whether a target-date fund family still works for their plan 

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

DCIO firms look to differentiate themselves with value-added services

In 2011, 18% of Vanguard retirement plan participants held extreme asset allocations—10% held only equities and 8% held no equities.

"Each year we find new names and faces within this process, advisers who we enjoy getting to know, whether through speaking at or attending our conferences, through email...