ERISA vista PLANADVISER May/June 2016

Rollovers Under the Fiduciary Rule

Questions advisers are asking

Reported by

Fred Reish and Joan Neri

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August 12th, 2025

DOL Revokes Biden-Era Warning About Alternative Investments in 401(k) Plans

Department of Labor officials said the 2021 statement had a ‘chilling effect’ for saying that plan fiduciaries were ‘not likely...

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August 7th, 2025

IRI Urges New Jersey to Keep Advisers, Broker/Dealers ‘Independent’

The Garden State has proposed labeling investment advisers and broker/dealers ‘employees’ rather than ‘independent contractors.’

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July 23rd, 2025

DOL Says Citi’s Diverse Asset Manager Program is Unlawful

The Department of Labor said the guidance no longer reflects its views, rescinding a 2023 advisory opinion approving the Citi...

research PLANADVISER May/June 2016

2016 PLANADVISER Defined Contribution Investment Only (DCIO) Survey

Multiple approaches: the reach of the defined contribution investment only marketplace

Reported by

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January 2nd, 2025

Crossmark’s Doll Projects Fewer Tailwinds and More ‘Tail Risks’ in 2025

Anticipate slower economic growth, persistent inflation and widening credit spreads, says market forecaster Bob Doll.

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Fidelity Reports 81% Plan Sponsor Satisfaction With Advisers

Survey results emphasize the importance of DC plan advisers in driving plan satisfaction and activity, according to Fidelity.

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April 29th, 2024

Retirement Planning for Diverse Populations

Experts discuss why taking into account the diversity of participant populations is crucial in evaluating and designing a workplace plan.