News

The organization claims most large employers do not use predetermined or “off the shelf” retirement plan documents.

Plan advisers should consider which fiduciary role they want to take.

Education is moving from away from a focus on investment classes and asset allocations to address the deeper, long-term values of saving. 

Trends in redesigning retirement plan investment menus to avoid participant inertia or overload.

A survey points out some downsides to jobs you might have once dreamed about.

How advisers can help keep participants’ money in their plan.

Two panelists speaking at the PLANADVISER National Conference suggest liquid alternative investments present compelling opportunities in a rising interest rate environment.

To expand private-sector coverage, a new report from the GAO calls for Congress to amend the ERISA pre-emption provision.

Executives discuss how to move beyond just assessing assets under advisement to properly gauging services, time, effort and fees.

The rapid progress of tech advances has brought a dizzying array of applications and software that helps plan advisers to be more efficient and profitable.

Moving down market can be lucrative, executives say.

Carefully thought out default investments solve real plan problems and help plan sponsors feel more confident in automatically enrolling participants into retirement plans.

A vast majority of individuals say they are open to the idea of in-plan lifetime income options, but only about one in five DC plan sponsors say they’re...

Advisers play a vital role in helping plan sponsors navigate the changing retirement landscape.

Relationships, conviction and the right approach (and perhaps a round of golf) are key to getting that referral. 

Executives provide practical and legal tips for adding wealth management to your practice.

Executives discuss the key questions advisers should ask plan sponsors every year.

Mentoring relationships can bring a host of benefits to young advisers, according to LIMRA research.

The choices for retirement plan advisers to find support in the form of home office are increasing.

Two senior retirement industry executives—one from an advisory firm and one from a recordkeeper—discuss how the two types of service providers can work together for better plan sponsor...