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Magazine Articles
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Trends
Benefits for an Uncommon Group
The adviser industry must evolve to effectively serve the gig workforce—a growing segment of employees who need help with financial...
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Trends
PEPs’ Predicted Growth
Advisers ‘on the fence’ may have several reasons to change their minds.
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Trends
Hidden Positives
A 3(38) fiduciary can benefit retirement plans in more ways than the obvious.
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Cover Story
Eyes on the Investment Menu
Experts share insights on the construct of a modern DC plan lineup.
Talking Points
Talking Points
To Set It and Forget It Can Affect ReturnsManagers of target-date funds are favoring their own fund families at the expense of performance when investors have a set-it-and-forget-it...
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ERISA vista
Rollovers and Fiduciaries
Recent DOL guidance expands the definition of fiduciary advice.
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Advisers Giving Back
The CCF’s Big Day—and Year
Firm generates $4.8 million in charitable contributions.
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Publisher’s Note
Juxtaposition
Many clients and plan participants have suffered during the pandemic—now the industry needs to think about how to help.
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PLAN DESIGN | Selling
Not Just Retirement Services
Many modern advisers have moved into health, wealth and other benefits.
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Compliance News
Legislative and Judicial Actions
States updating annuity standards; Senate confirms a Labor secretary; GAO presses the DOL to clarify cybersecurity guidance; and more.
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