PAJF22 Subscriber Email

Winning Strategies for Retirement Plan Advisers

January-February 2022

As requested, here is the latest digital edition of PLANADVISER. Like the print version, the digital edition is available free of charge for qualified plan sponsors.

Click here to begin reading.

From this issue:

The Virtual Reality

Most plans offer digital access, yet participant engagement lags—what can advisers do?

Getting to Yes

When alignment on plan-design changes requires overcoming common objections.

A Share of the Wealth

Each employee gains with an ESOP or a KSOP—how to transform a client’s plan.

The Full View

The merits of pulling in participants’ external financial information.

Life Happens

When participants have no choice but to draw from their retirement plan.

An Objectivity Lesson

The more objective the presentation, the less likely it will seem like advice.

Best Execution Standard

Professionals must meet this bar, to apply PTE 2020-02.

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