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PLANADVISER Magazine
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PLANADVISER
view archiveCOVER
Leading by Example
Our Retirement Plan Adviser of the Year winners have ‘A’ced the test of time.
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Intro
Intro
A New Approach
PLANADVISER sharpens its focus on ‘the best of the best.’
Trends
Trends
On the Move
Transactions, promotions and new hires in the financial advisory industry.
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Trends
Trends
Make Way for Self-Promotion
Still, the new SEC advertising regulations warrant caution.
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Trends
New Service Broadens Access to Tailored Advice
Advisers can find multiple recordkeepers on one platform.
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Talking Points
Talking Points
47% of those entering the job market—ages 20 – 24—contribute to a 401(k)plan. Likewise … 50% of workers 65 and older still contribute to their plan. 50% through...
Compliance News
Opposition, and Support, Continue for Reg BI
Former Congressmen Dodd and Frank join the legal challenge, while the financial and insurance communities largely stand behind the rule.
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Compliance News
Legislative and Judicial Actions
Key legislation, regulations and litigation from Washington, D.C., and the courts.
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2020 PLANADVISER Micro Plan Survey
Micro plans have much to gain from adviser help with fiduciary matters
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Winners’ Circle
Advisers Shine Light on CSR at Work
Past Retirement Plan Advisers of the Year discuss corporate social responsibility.
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Servicing Strategies
Sharing Ownership
Advisers help sponsors limit participant use of company stock.
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In Practice
Building Better Engagement
Expert advice for how to make the most of your face time with employees.
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Investment-Oriented
Make It Last
Participants must choose income products that meet their individual needs.
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Advisers Giving Back
Advisers Offer Time, Money, Ingenuity
Celebrating the good works of advisers who give back to their communities