View Points

For four decades, the Employee Retirement Income Security Act of 1974 (ERISA) has provided a durable federal framework for employers that sponsor health and retirement benefit plans for...

Forty years ago on September 2, in response to failing companies resulting in workers losing pensions, sweeping legislation designed to protect workers from losing their earned retirement income...

Target-date funds (TDFs) have been the fastest growing area of the mutual fund industry over the last decade.

Successful financial advisers who work primarily with employer-sponsored retirement plans, also known as specialist advisers, guide plan sponsors through the sometimes-complicated landscape of managing their company retirement plan.

Want to see industry insiders instantly divide? Ask if a retirement plan adviser can assist participants in rolling assets out of the plan and into an IRA.

The world of social media is constantly evolving, and to successfully market yourself to plan sponsors using social media, you must evolve with it.

When I was a youngster many years ago, my mother taught me to look both ways before crossing the street. I was precocious and told my mother that...

Today, the retirement plan industry is placing greater emphasis on getting participants to and through retirement successfully.

Prediction: Multiple employer plans (MEPs) will grow faster than nearly any other segment of the retirement industry over the next ten years.

Philosopher and poet George Santayana said, “Those who do not remember history are condemned to repeat it” – a statement especially helpful for retirement plan advisers who look...

One of the biggest mysteries haunting the industry is the impact of the revised fiduciary rule on investment product marketing for IRA rollovers.

Ten years ago most advisers had never heard of a 3(38) investment manager, but today “3(38)” and “3(21)” roll off the tongue—we do love our numerical buzzwords in...

PLANSPONSOR/PLANADVISER Awards for Excellence celebrates leaders across the retirement plan industry

We all know that our cars need regular maintenance to keep running smoothly and avoid breakdowns.

Everyone knows it’s smart to get physicals on a regular basis. Preventive care helps detect problems before they become a health crisis. 

It’s no secret that the 401(k) market presents a wealth of opportunities for advisers.

Engaging plan sponsors in a meaningful dialogue to enhance the success of their retirement programs has never been more challenging.

When a plan subject to the Employee Retirement Income Security Act (ERISA) appoints an investment manager to manage a portion of the plan’s portfolio, the plan will frequently...

Since its introduction nearly 30 years ago, the 401(k) has evolved from a perk for high-paid executives to an essential benefit to finance the retirement of the middle...

A question often heard from financial advisers is, “How can I help the teachers in my town with their retirement needs?” The answer is not always a simple...