Magazine Articles

Data Points

Use of Managed Accounts

We look at whether the use of managed accounts paired with the oversight of an adviser results of better outcomes.
intro

Brilliantly Done

We salute the 2017 PLANSPONSOR Retirement Plan Advisers of the Year, both the winners and the finalists, for their brilliant work.
Editor’s Letter

What it Takes

What we, as the judges for the PLANSPONSOR Retirement Plan Adviser of the Year award program, look for when selecting...
trendspotting

Gen X Faces Hurdles

They need to save 15% of their salary but are socking away only 7%
ERISA vista

Varying Fees

Can an adviser charge different fees for different investments in a retirement plan?
investment-oriented

Window Guard

How to help limit the potential risks of brokerage windows
practice management

Assessing Independence

Many advisers would rather venture on their own than affiliate with a B/D
trendspotting

Trendspotting Charts

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