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| A Careful Inspection |
| Advisers can help clients assess whether they’re fulfilling their role as fiduciaries.
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| 2020 PLANADVISER Retirement Plan Adviser Survey |
| Retirement plan advisers, perhaps more than any other experts in our industry, have a good sense of the relative strength of the products and services offered by investment and recordkeeping providers.
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| Never Too Late |
| Strategies to help clients who are behind on saving ‘retrieve’ lost time.
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| Inflation Protection for DC Investors |
| TIPS? REITs? Infrastructure stocks? What inflation-sensitive assets will help this time?
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| Keeping Clients Safe |
| Past Advisers of the Year discuss the evolution of their fiduciary services.
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| Whether—and How—to Vote Proxies |
| The DOL has held the position that the fiduciary act of managing ERISA-covered plan assets includes the management of voting rights, and shareholder rights, appurtenant to shares of stock.
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| A Return to Rollover Advice |
| Most of my clients are individuals, and many of my new client relationships are individual retirement accounts resulting from my rollover recommendations to people who are 401(k) participants. I don’t provide advice, or any other services, to 401(k) plans. How does the Department of Labor (DOL)’s recent proposed exemption affect the rollover advice I provide to plan participants?
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