A New Year of Evolution for Alts in DC Plans
Industry experts say 2026 will be defined by policy momentum and plan sponsor caution over alternative assets in defined contribution...
In Practice
How Income Floors Save Retirees From Underspending
Underspending is a common habit among retirees, but a minimum income with additional guaranteed sources can help retirees overcome fear...
Nuts & Bolts: In-Plan Annuities
As in-plan annuities gain interest among plan sponsors and retirees, retirement plan advisers need a clear understanding of what products...
Getting Gen X Back on Track for Retirement
As the first members of Generation X enter their 60s, experts recommend they reevaluate their savings and consider a ‘second...
Portability Provider Reaches Account Transfer Milestones
The Retirement Clearinghouse has consolidated more than 525,000 accounts and transferred more than $20 billion in assets since 2009.
Nuts & Bolts: How Advisers Can Make the Most of NQDC Plans
Nonqualified deferred compensation plans have gained interest, with 59% of sponsors in an NFP survey saying they deliver greater impact...
Managed Accounts, TDFs or Both?
Participant engagement and fees are two major factors when considering qualified default investment alternatives.
How Advisers Can Help Clients Deal With Financial Stressors
Personalizing communication and reframing financial issues help advisers reach overwhelmed clients.
Nuts & Bolts: Where Advisers Can Start With AI
Advisers can turn their reluctance to use artificial intelligence into self-assured exploration of time-saving tools.
Market-Based Cash Balance Plans Could Be Lifetime Income Solution, per October Three
October Three argues these specific cash balance options can achieve lifetime income through regular payouts to retirees.
IRIC Foresees Broader In-Plan Retirement Income Adoption in 2026
This year saw expanding selection of target-date funds, annuity marketplaces, systematic withdrawal programs and other income solutions, according to the...
A New Age for PEPs
Pooled employer plans have grown significantly over the last four years, as larger employers are increasingly drawn to the plans’...
PE Drives Multiple Advisory M&A Records in 2025
Aging advisory firm owners are relying on mergers and acquisitions to determine the next phase of their practices.
Private Markets for DC Plans: Evolution or Revolution?
Workers deserve diversified portfolios for their defined contribution plans, according to financial commentator Anne Lester, who identified adding private assets...
How Do Advisers Navigate the Convergence of Retirement Planning, Wealth Management?
Although many advisers have embraced the merging of advising and wealth management, some experts warn that smaller accounts could get...
Speaking the Languages of Different Generations
Whether it’s through a podcast, webinar or in-person conference, each generation receives information differently, and marketing whiz Rebecca Hourihan knows...
How NQDC Decisions Factor in IRS, OBBBA Rules
Salary deferral decisions for next year are impacted by the IRS’ 2026 contribution limit for qualified retirement plans and the...
The Age of Adviser Authenticity Is Here
Personal branding that incorporates unique characteristics and beliefs is key to reaching and retaining clients, according to consultant Sheri Fitts.
National Practices, Local Advisers
Centralized support teams and regional advisory offices are finding ways to balance best practices with customized workflows.
Turning Family Bonds Into Advisory Firm Continuity
Parents and children who work in the same retirement plan practice find strength in numbers.