PLANADVISER Top 100 – Profile of the Day |
“If we could spend every day conversing with plan sponsors and their participants, we would!” says Dan Peluse, director of corporate plan services at Wintrust Wealth Management. The goal is more successful retirement plans, and among the firm’s methods are one-on-one participant education and conversations with plan sponsor clients. Check out our top 100 profiles to learn more about how he differentiates himself from competitors.
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Most RIAs Still Betting on the Bull |
Could the bull market last another three years? Some advisers seem to think so—but here’s what they’re doing with client portfolios.
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Alts Can Diversify DC Participant Accounts |
One way for advisers to differentiate: through a discerning rundown of how alternative investments can help in a retirement plan, and how to include them in fund menus.
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Cash Balance Plans Now 28% of All DB Plans |
What’s driving the surge in cash balance plans? For one thing, they combine the high contribution limits of a defined benefit plan with the flexibility and portability of 401(k) plans.
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Electric Co. Passes Pension Obligation to The Principal |
The Principal will assume obligation for pension benefits of certain retirees of the Lincoln Electric Company.
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