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PLANADVISER Magazine
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PLANADVISER
view archiveCOVER
2018 PLANSPONSOR Retirement Plan Adviser of the Year
Celebrating a commitment to driving excellent retirement plan design and outcomes
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Editor’s Letter
Editor’s Letter
Symbiosis
A look at the connection between the PLANSPONSOR Plan Sponsor of the...
Intro
Intro
Par Excellence
Celebrating the 2018 PLANSPONSOR Retirement Plan Adviser of the Year finalists and...
Data Points
Data Points
The Adviser Difference
How experts influence the use of managed accounts as the QDIA
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Trendspotting
Fidelity Plays Hardball
The firm will charge new sponsor clients that choose Vanguard products
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Trendspotting
Getting a Handle on Retirement Readiness
Most firms don’t know how well-prepared—or not—their workers are.
Trendspotting
Half of Couples Discuss Retirement Savings
20-somethings are more apt to broach the topic than are pairs in their 30s and up
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Trendspotting
Avoiding Financial Shocks
By cutting back, retirees can absorb money-related hardships
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Trendspotting
HSA Opportunities Abound
Assets topped an estimated $45 billion at the close of last year
Trendspotting
Talking Points
Dismal Outlook for Millennials 67% Fear they will outlive their savings 47% Think they will be unable to retire when they would like 34% Participate in a retirement...
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Practice Management
Taking on Discretion
Should you offer 3(38) fiduciary services or outsource the role?
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Investment-Oriented
A QDIA in Transition
Participants are moved to a managed account as they draw close to retirement
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Client Communications
Retirement Income Options
Helping sponsors sort out what’s best for retiring workers
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Micro Scope
Working Down-Market
What micro plans look for and how to meet those expectations profitably
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Fiduciary Fitness
Duty to Investigate
Determining whether a plan acts in participants’ best interest