PLANADVISER Magazine
PLANADVISER
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Momentum
The Pension Protection Act propelled plans forward, but experts call for still more improvements
Editor’s Letter
Editor’s Letter
The ‘Threat’ of the PPA
The PPA is the most comprehensive reform of the U.S. pension laws...
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
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....
trendspotting
Trendspotting
A look at the latest concerns and actions among employees, and what they mean for advisers
research
2016 PLANADVISER Recordkeeper Services Guide
Scaling the Facts: Understanding adviser-sold recordkeepers
servicing strategies
Staying Within Bounds
Does the new fiduciary rule create a fine line between education and advice?
micro scope
Servicing Micro Plans
While advisers’ skills are much needed, can the business be profitable?
Compliance Consult
Don’t Forget About Sweep Programs
Prohibited transactions under the new fiduciary rule
