Editor’s Letter 2017 PLANADVISER January February

Thanks to Our Adviser …

The PLANASPONSOR Plan Sponsor of the Year awards program proves what an integral role advisers play in guiding the nation's most successful plans.

Reported by

Alison Cooke Mintzer

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Vanguard to Lower Asset Minimum for Digital Adviser Access

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Enhancing Client Engagement and Scalability Within Your Retirement Plan Business

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Fidelity Reports 81% Plan Sponsor Satisfaction With Advisers

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trendspotting 2016 PLANADVISER November/December

Trendspotting Charts

Insights into plan participant trends.

Reported by

PLANADVISER Staff

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More Than Half of Plan Advisers Expect to Use AI

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2023 Retirement Plan Adviser of the Year Finalists

Award recipients will be recognized at the PLANADVISER Industry Leader Awards in New York City.

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CAPTRUST Buys a Boston-Area Adviser Firm That Oversees $900MM in Assets

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