February 14th, 2017

Vanguard Finds Re-Enrollment Effective for Portfolio Diversification Six months after a re-enrollment, 94% of participants and 74% of plan assets were in TDFs, while one year later, 92% of participants and 81% of plan assets were in TDFs, a case study by Vanguard showed. Read more > The 2017 PLANADVISER Top 100 Retirement Plan Advisers Each year PLANADVISER magazine picks out the top quantitative standouts according to the dollar value of qualified plan AUA as well as the number of plans under advisement. The qualification standards continue to rise, as specialist advisers and consultants build their practices. Read more > Minimizing the Loss When Someone Leaves How to retain clients’ trust—and business. Read more > 6% Deferral Rate Welcomed Participants also value a match more than a raise. Read more > MOST READ ARTICLES

Sponsored message from OPPENHEIMERFUNDS 2017 Outlook: Why Trump's Election May Be a Game-Changer The U.S. election results may prove to be a game-changer for investment prospects in 2017. Read more > Advicent Updates NaviPlan Compliance Programming Advicent introduced new client report integration capabilities in its latest update of the NaviPlan financial planning software. Read more > Trust Builders Revamps Fiduciary Support “Financial advisers’ clients need to understand how market volatility can hurt their chances of a successful retirement, and they also need to know that options are available to mitigate the risk,” the firm suggests. Read more >

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