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Compliance News
Legislative and Judicial Actions
States updating annuity standards; Senate confirms a Labor secretary; GAO presses the DOL to clarify cybersecurity guidance; and more.
Trends
Hypothetical Trade-Off Scenarios
Participants are willing to ‘spend’ money to get free money from their employer.
Cover Story
A Season for Change
Advising clients about the SECURE Act’s new lifetime income safe harbor.
PLAN DESIGN | Solutions
Overcoming Obstacles
Strategies to manage client resistance to plan design changes.
PLAN DESIGN | Demographics
Through the Ages
How well is each generation faring in its climb toward retirement readiness?
PLAN DESIGN | Education
A Plan Feature Run Wild
Advisers should tell their clients about the risks of taking plan loans.
PLAN DESIGN | Participants
Take It Past the Limit
Voluntary after-tax retirement savings accounts as a design feature.
Trends
‘Game Changers’ Reflect Progress
The evolution of our Top 100 Advisers list represents the evolution of the retirement plan adviser industry, which has undergone fundamental shifts in business models since PLANADVISER’s founding.
Data Points
The Many Uses of NQDC Funds
To pay for an early retirement or a child’s education are just two possibilities.
Senators Expand Retirement Benefits for Military Spouses in New Bill
The proposed legislation comes months after a Department of Defense report found that a quarter of military spouses are unemployed.
Senators Collins, Warner Introduce Bill to Boost Retirement Savings Plans
It is aimed at making it easier for small businesses to offer SIMPLE plans.
IAA Endorses Adviser Diversity and Inclusion Data Act
The full title of House Resolution 2123 is the Diversity and Inclusion Data Accountability and Transparency Act; among other goals, it seeks to require regulated financial firms with...
15th Anniversary of RPAY: Francis Investment Counsel
The practice remains as dedicated to providing top-notch retirement plan services as when it won the 2018 PLANSPONSOR Large Team Retirement Plan Adviser of the Year award.
Pentegra, EPIC Offer Comprehensive 3(16) Fiduciary Solution
The service assumes a multitude of key plan administrative responsibilities.
TDF Embedded Lifetime Income Solution Coming to Market By Summer
The solution can be traded like mutual funds, delivers maximized returns and offers distribution flexibility.