More Advisers Look for Co-Fiduciary Support from their B/Ds
A look at the results of the PLANADVISER Practice Benchmarking Survey between 2011 and 2019, showing some areas of significant evolution in the way advisers build and run...
In Practice
Facts You Haven’t Learned About HSAs
One overlooked benefit of HSAs is that people can actually spend money on qualified health care expenses out of pocket and then reimburse themselves tax-free via the HSA...
Advisers Warming Slowly to Tech-Based Communications
Well over half of advisers are not communicating with clients via video, and only 7% are utilizing video to connect with clients on a regular basis.
Data Mine—December 2019
With each edition of the PLANADVISER Data Mine, we dig for the most actionable findings in the latest retirement plan...
How Large Asset Managers Are Acting on ESG Issues
Morningstar examines 2019 proxy voting data in the emerging age of ESG.
Data Mine—November 2019
The retirement plan industry is flush with data points and analyses. In this November 2019 edition of Data Mine, we...
Fee Compression Is Old News for Recordkeepers, Fund Managers
Fee compression hit recordkeepers first, then asset managers. Advisers are next, experts agree, but they can learn some important lessons from their service provider partners.
Slower Quarter for Adviser M&A, But Record Year Remains Likely
Deal volume and value eased during the third quarter after an “unprecedented” first half of 2019.
In-Plan Guaranteed Income Will Always Be a Challenge
There is clearly a growing interest among retirement plan industry stakeholders in providing guaranteed income annuity options within defined contribution plans, yet consensus remains elusive.
Pension Income Still Dominates. That Will Soon Change.
The vast majority of today’s retirees still draw the lion’s share of their income from Social Security and pensions; however, in coming years the balance will very quickly...
How Retirement Plan Advisers Justify Their Fees
One adviser charges a flat fee up to certain asset levels, and then additional basis points as plans grow, while another emphasizes the detailed, time-intensive fiduciary work he...
Willis Towers Watson Outlines DC Plans 3.0
Willis Towers Watson’s Thinking Ahead Institute says defined contribution plan designs and communications will leverage technology to deliver a far more customized experience for participants.
Data Mine—October 2019
The retirement plan industry is flush with data points and analyses. In this October 2019 edition of Data Mine, we...
Household Spending Decreases with Age
Housing is the biggest spending category for every age group, according to EBRI’s findings.
Being More Methodical About Marketing
Advisers need to balance the many demands on their time that come from running and expanding a practice.
Helping People Work Past Age 65
While 75% of employers consider their companies to be “aging friendly,” only 54% of workers think their companies have adopted such policies.
A Once in a Lifetime Opportunity—With a Deadline
Finding the right partner can be critical, both to winning new business and keeping clients happy.
Last Chance for Our Annual Adviser Top 100 Survey!
Plan advisers and adviser teams looking to be considered for our 2020 Top 100 Retirement Plan Adviser listing must complete the first step in this process by end-of-day...
PANC 2019: Multiple Employer Plans—Opportunity or Threat?
The SECURE Act could make ‘open’ MEPs a reality—and a benefit to advisers if they are proactive.
PANC 2019: Prospecting and Asking for Referrals
Advisers share their own stories about increasing their referability.