In Practice

Advisers need to know what they are looking for in order to make sense of the various options available

There are major gaps between retiring advisers and their successors—gaps that threaten firm continuity and long-term growth.

Jerry Schlichter says fiduciaries’ responsibilities have been complicated by provider desires to make private market investments available via 401(k) plan...

Despite target-date funds’ ubiquity, there are selected use cases for managed accounts as qualified default investment alternatives.

Firms seek to solve bottlenecks and streamline opportunities by leveraging the power of artificial intelligence.

As AI is integrated into financial services, the industry must grapple with how to review and manage oversight.

Use cases for both generative and agentic artificial intelligence continue to expand, especially in areas like participant education and personalized...

A closer look at what has been limited, so far, annuity adoption by plan sponsors and participants.

The spending rule has been around for 30 years, but experts are rethinking traditional drawdown approaches in light of longevity...

How can both recordkeepers and advisers work with participants, and what should those relationships look like?

The crux of a good partnership with an adviser is the willingness to work together, including an open dialogue about...

Advisers tell us what they look for in recordkeepers, from a willing approach to administrative grunt work to the ‘critical’...

Two-thirds of plan advisers say the newly enacted provisions will increase their revenue, in addition to increasing employee participation, according...