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Magazine Articles
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Trends
New, Tighter Distribution Rules
Retirement plan advisers should revisit retirement planning for clients who count on the ‘stretch’ IRA provision for bequeathing their individual...
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Compliance News
Legislative and Judicial Actions
AGI U.S. settles in fraulent scheme suit, then exits the country; the IRS re-extends relief from the physical presence requirement;...
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MODERN INVESTMENT MENU / BACK OFFICE
A Collective Effort
Central office investment leaders talk through their process.
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Top 100 Advisers
PLANADVISER Industry Leaders Awards 2022
Introducing PLANADVISER’s new awards approach and our 2022 winners
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Growing Your Practice | Succession Planning
Staying Power
How some advisers are ensuring their team carries on strong when they leave.
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Growing Your Practice | Succession Planning
Multiple Successors
By joining CAPTRUST, in 2009, Mark Davis, senior vice president, financial adviser, gained the ability to select his successors from...
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Growing Your Practice | Succession Planning
Competition and Succession
Jim O’Shaughnessy discusses the challenges of succession planning and the process of merging his and his partner’s Sheridan Road practice...
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Growing Your Practice | Succession Planning
Family First
\When Dorann Cafaro retired, her daughter, Jamie Greenleaf, became principal and president of what is now Cafaro Greenleaf. While the...
Trends
Talking Points
A Cents-ible ApproachPenny-framing can be used effectively to ease savings decisions for participants. For example, a 7% saving rate would be expressed as saving “7 pennies” from every...
Trends
Participants Are Shunning Annuities
How to make those in the plan comfortable with annuitizing their savings.
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Data Points
What Participants Want
The PLANSPONSOR Participant Survey gives insights into advice preferences.
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Publisher’s Note
Greater Expectations
Many advisers have work to do, to help their clients help their workers attain retirement readiness.
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Compliance Consult
Guaranteed Lifetime Income
Plan fiduciaries have a safe path to offering the products and features.
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ERISA vista
Best Interest Reasons for a Rollover
PTE-2020-2 allows for circumstances that outweigh an IRA’s costs.
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Trends
Finding Safety From Fee Pressures
As competition continues to grow and clients expect more services for their fees, enterprising advisers focus on both protecting existing...
Trends
On the Move
➜ PGIM, the global investment management business of Prudential Financial Inc., appointed Eugenia Unanyants-Jackson to the newly created role of global head of environmental, social and governance➜ PGIM also appointed...
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Growing Your Practice | Practice Management
A Digital Divide
Like recordkeepers, advisers increasingly connect directly with participants via proprietary platforms.