Magazine Articles

Evaluating the investment menu in inflationary times.

Some small employers are warming to the plans.

Long-standing solvency problems remain.

Retirement plan advisers should revisit retirement planning for clients who count on the ‘stretch’ IRA provision for bequeathing their individual...

AGI U.S. settles in fraulent scheme suit, then exits the country; the IRS re-extends relief from the physical presence requirement;...

Central office investment leaders talk through their process.

Introducing PLANADVISER’s new awards approach and our 2022 winners

How some advisers are ensuring their team carries on strong when they leave.

By joining CAPTRUST, in 2009, Mark Davis, senior vice president, financial adviser, gained the ability to select his successors from...

Jim O’Shaughnessy discusses the challenges of succession planning and the process of merging his and his partner’s Sheridan Road practice...

\When Dorann Cafaro retired, her daughter, Jamie ­Greenleaf, became principal and president of what is now Cafaro Greenleaf. While the...

A Cents-ible ApproachPenny-framing can be used effectively to ease savings decisions for participants. For example, a 7% saving rate would be expressed as saving “7 pennies” from every...

How to make those in the plan comfortable with annuitizing their savings.

The PLANSPONSOR Participant Survey gives insights into advice preferences.

Many advisers have work to do, to help their clients help their workers attain retirement readiness.

Plan fiduciaries have a safe path to offering the products and features.

PTE-2020-2 allows for circumstances that outweigh an IRA’s costs.

As competition continues to grow and clients expect more services for their fees, enterprising advisers focus on both protecting existing...

➜ PGIM, the global investment management business of Prudential Financial Inc., appointed Eugenia Unanyants-Jackson to the newly created role of global head of environmental, social and governance➜ PGIM also appointed...

Like recordkeepers, advisers increasingly connect directly with participants via proprietary platforms.