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PLANADVISER Magazine
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PLANADVISER
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Momentum
The Pension Protection Act propelled plans forward, but experts call for still more improvements
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Editor’s Letter
Editor’s Letter
The ‘Threat’ of the PPA
The PPA is the most comprehensive reform of the U.S. pension laws...
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intro
intro
A Work in Progress
While the Pension Protection Act helped to improve retirement plans considerably, there...
Whats Online
Whats Online
What’s Online
Keep Up With the News
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Investment Focus
Target-Date Funds Top $800B
The close of the first half of 2016 saw a modest, 4.2% quarter-over-quarter increase for target-date funds (TDFs), bringing assets in the mutual fund products to $810.5 billion....
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trendspotting
Trendspotting
A look at the latest concerns and actions among employees, and what they mean for advisers
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research
2016 PLANADVISER Recordkeeper Services Guide
Scaling the Facts: Understanding adviser-sold recordkeepers
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servicing strategies
Staying Within Bounds
Does the new fiduciary rule create a fine line between education and advice?
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micro scope
Servicing Micro Plans
While advisers’ skills are much needed, can the business be profitable?
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Compliance Consult
Don’t Forget About Sweep Programs
Prohibited transactions under the new fiduciary rule
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