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More Saving for Retirement, but Few Confident It’s Enough
Bruce McClary, vice president of communications at the NFCC, said men have the highest levels of financial confidence, but are less likely than women to reach out for...
Peers Play a Big Role in Adviser Relocations, Independence Decisions
Almost half of advisers who left their firm moved along with a larger team in 2017, versus 34% in 2012, according to data shared by Fidelity Clearing and...
Trendspotting
Avoiding Financial Shocks
By cutting back, retirees can absorb money-related hardships
Trendspotting
Half of Couples Discuss Retirement Savings
20-somethings are more apt to broach the topic than are pairs in their 30s and up
Trendspotting
Getting a Handle on Retirement Readiness
Most firms don’t know how well-prepared—or not—their workers are.
Trendspotting
Fidelity Plays Hardball
The firm will charge new sponsor clients that choose Vanguard products
Trendspotting
HSA Opportunities Abound
Assets topped an estimated $45 billion at the close of last year
Baby Boomers Not Doing Enough to Prepare for Retirement
Many Baby Boomers have not saved enough, a survey found, and many are also not thinking of important elements of a plan for retirement.
Bond Manager Reflects on Industry Change, Increased Role of LDI
The president and CIO of Ryan Labs describes in detail the mechanics behind the firm’s new defensive bond portfolio strategy—and the way his work continues to be shaped...
Intro
Par Excellence
Celebrating the 2018 PLANSPONSOR Retirement Plan Adviser of the Year finalists and winners
Editor’s Letter
Symbiosis
A look at the connection between the PLANSPONSOR Plan Sponsor of the Year finalists and winners, the PLANADVISER Top 100 and the PLANSPONSOR Retirement Plan Adviser of the...
Cover Story
2018 PLANSPONSOR Retirement Plan Adviser of the Year
Celebrating a commitment to driving excellent retirement plan design and outcomes
Roth Option Viewed as Another Avenue for Diversification
Experts say sponsors should offer a Roth option so that participants can diversify their tax situation in retirement.
Ruling on NY Times Multiemployer Plan Arbitration Challenge Rejects Use of ‘Segal Blend’
Following extensively detailed deliberation citing important SCOTUS rulings and other precedents, the district court ruling rejects a multiemployer plan’s usage of the so-called “Segal Blend” to set the...