PLANADVISER Magazine
PLANADVISER
view archiveCOVER
Leading by Example
Our Retirement Plan Adviser of the Year winners have ‘A’ced the test of time.
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.
Trends
Trends
Make Way for Self-Promotion
Still, the new SEC advertising regulations warrant caution.
Trends
New Service Broadens Access to Tailored Advice
Advisers can find multiple recordkeepers on one platform.
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.
Compliance News
Legislative and Judicial Actions
Key legislation, regulations and litigation from Washington, D.C., and the courts.
2020 PLANADVISER Micro Plan Survey
Micro plans have much to gain from adviser help with fiduciary matters
Winners’ Circle
Advisers Shine Light on CSR at Work
Past Retirement Plan Advisers of the Year discuss corporate social responsibility.
Servicing Strategies
Sharing Ownership
Advisers help sponsors limit participant use of company stock.
In Practice
Building Better Engagement
Expert advice for how to make the most of your face time with employees.
Investment-Oriented
Make It Last
Participants must choose income products that meet their individual needs.
Advisers Giving Back
Advisers Offer Time, Money, Ingenuity
Celebrating the good works of advisers who give back to their communities