Does the 4% Rule Still Stand?
The spending rule has been around for 30 years, but experts are rethinking traditional drawdown approaches in light of longevity...
In Practice
Tech Issues at Forefront of Wealth Managers’ Focus, Says Wipfli Report
The report notes that advances in technology also come with hurdles such as high costs, integration with existing systems, and...
CFP Board Initiative Seeks to Increase and Strengthen Women CFP Professionals
The Accelerate & WIN program includes research, webinars, virtual events, and more, to address female underrepresentation in the financial planning...
FinTech, AI Tools to Ease Administration and Expand Financial Planning Access
At a recent conference, fintech leaders discussed how artificial intelligence and technology can both improve retirement plan administration and provide...
A Dual Quest for Participant Assets
How can both recordkeepers and advisers work with participants, and what should those relationships look like?
What Recordkeepers Want From Advisers
The crux of a good partnership with an adviser is the willingness to work together, including an open dialogue about...
What Makes the Best Dynamic Adviser-Recordkeeper Partnerships?
Advisers tell us what they look for in recordkeepers, from a willing approach to administrative grunt work to the ‘critical’...
SECURE 2.0 Provisions Should Boost Adviser Revenue in 2025
Two-thirds of plan advisers say the newly enacted provisions will increase their revenue, in addition to increasing employee participation, according...
Expedited Payments From Social Security Fairness Act Coming Soon
Starting this week, the Social Security Administration is making retroactive payments because of changes to the WEP and GPO, with...
Legislation Reintroducing CITs to 403(b) Plans Gains Momentum
Collective investment trusts would provide increased choice and flexibility, says Equitable’s Fred Makonnen.
Understanding SECURE 2.0 Student Loan Matching and Educational Benefits
Employers have options to offer student loan benefits to employees and do not need to wait for further IRS guidance...
Most Advisers Say Bitcoin and Digital Assets Misaligned With Fiduciary Duty
Advisers see a more favorable regulatory environment but also seek more independent education about cryptocurrency assets.
AI-Enhanced Fraud: A Growing Threat to Retirement Plans
Criminals are using artificial intelligence to craft more convincing phishing attacks, leaving businesses and retirement plans vulnerable.
Advisers Giving Back: Kristi Baker
The plan adviser discusses her work to help create a university-like program for adults with intellectual and development needs.
Transamerica Introduces New Logo
The rebranding campaign is meant to highlight Transamerica’s commitment to middle-income Americans.
Nuts & Bolts: Requests for Proposal
What new plan advisers need to know about RFPs from plan sponsors.
Nuts & Bolts: Best Practices in Target-Date-Fund Selection
Industry experts discuss key considerations when picking the right TDFs for a plan.
Advisers Giving Back: Theresa Conti
A retirement industry leader takes time out every holiday season to provide gifts to kids in need in her local...
2024 PLANADVISER 360 On Demand
This year's PLANADVISER 360 brought together advisers, thought leaders and plan providers. Below, we offer on-demand viewing of sessions including...
EBRI Panel: DC Plans, Social Security Can Create Strong Retirement Security Net
Panelists speaking at the institute’s winter policy forum made the case that a strengthened defined contribution system can partner well...