PLANADVISER Magazine

Legislative and judicial actions.

Larger plans are beginning to embrace products that guarantee income.

For some advisers, it’s their tool of choice for building client relationships

Target-date funds are on the verge of reaching $1 trillion in assets

Context and presentation are factors

Americans equally concerned about both

Divorce may create a financial crisis

Innovations in medicine and technology have extended human life by more than 30 years since 1900, which has helped to double the time the average adult now spends...

Only 17.0% of people have an outstanding loan from their 401(k) last year

Most older Americans know very little about annuities

Employers are seeing how the benefit helps their bottom line.

The majority (75.3%) of the employers responding to the Plan Sponsor Council of America (PSCA) HSA (Health Savings Account) Snapshot Survey view HSAs as part of their retirement...

People use them as both a savings and a rollover vehicle

Fidelity finds that people squirrel away an average 12.9%  

Even Americans younger than 30 expect it will still exist

A look at employees' latest concerns and what these mean to advisers.

Non-cookie-cutter plans require non-cookie-cutter services

The adviser’s role when working with a client’s multiple retirement plans.

How to advise sponsors about switching to managed accounts as the QDIA

How advisers focused on micro plans grow their business

How the fiduciary rule impacts them

Might other states apply this fiduciary guideline to advisers?

Besides the claims of breach of fiduciary duty made of late  against plan sponsors that offer proprietary funds, there have been claims of prohibited transactions. With respect to...