Recordkeepers, third-party administrators (TPAs) and investment managers regularly present robust new tools to better run your practice and more effectively serve participants and sponsors.cover story
How leveraging provider resources can achieve efficiencies
and expand your business.Editor’s Letter
The PLANASPONSOR Plan Sponsor of the Year awards program proves what an integral role advisers play in guiding the nation's most successful plans.Capitol News
Legislative and judicial actions.Data Points
Is true advice as common as plan sponsors say?Practice Development
How to position yourself for success.Investment Focus
The funds took in $269 billion during the year.trendspotting
Sponsors have a number of methods at hand.
Worries over fiduciary risk have decreased.
Providers focus on
Boomers, when Gen X has $5.7 trillion in investable assets.
The fiduciary rule could negatively affect many advisers.
Investments could include REITs and high-yield bonds.
But retirement plans will take a cautious approach.
70% of participants keep their money in the funds after retiring.
15% make some form of custom recommendation.
Trends and developments among retirement plan participants.research
The nation’s most outstanding advisers serving retirement plans.
Small world.practice management
How to start thinking about a succession plan for your
DOL guidance and Millennial interest spur plans to consider
Funding volatility and costs are two of the biggest reasons why.ERISA vista
A discussion on 'householding.'fiduciary fitness
It covers claim procedures.Compliance Consult
At issue are reasonable fees and share classes.