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Attorneys Say Guaranteed Income Safe Harbor Clearer Than Previous Guidance
Advisers will play an important role in helping plan sponsors perform their due diligence and helping participants accept annuities.
Investment Product and Service Launches
American Beacon and asset management firm launch bond fund; Hartford Funds and Wellington Management release ETF; and Vanguard announces lower expense ratios on select ETFs.
Defendants in DST Systems Lawsuit Say Plaintiffs’ Attorneys Have a Conflict
They have filed a motion to have the plaintiffs' attorneys disqualified.
2020 Top 100 Retirement Plan Advisers
Noteworthy retirement plan specialists, based on number of plans and total assets under advisement.
Advisers Giving Back
Advisers Offer Time, Money, Ingenuity
Celebrating the good works of advisers who give back to their communities
Compliance News
Opposition, and Support, Continue for Reg BI
Former Congressmen Dodd and Frank join the legal challenge, while the financial and insurance communities largely stand behind the rule.
Research
2020 PLANADVISER Micro Plan Survey
A Market in Need: Micro plans have much to gain from adviser help with fiduciary matters.
Compliance News
Legislative and Judicial Actions
Key legislation, regulations and litigation from Washington, D.C., and the courts.
Publisher’s Note
Leading by Example
Our Retirement Plan Adviser of the Year winners have ‘A’ced the test of time.
Trends
New Service Broadens Access to Tailored Advice
Advisers can find multiple recordkeepers on one platform.
In Practice
Building Better Engagement
Expert advice for how to make the most of your face time with employees.
Winners’ Circle
Advisers Shine Light on CSR at Work
Past Retirement Plan Advisers of the Year discuss corporate social responsibility.