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PLAN DESIGN | Solutions

Overcoming Obstacles

Strategies to manage client resistance to plan design changes.

PANC 2020: Washington Update

Retirement plan advisers were given ideas to consider and actions to take in response to new legislation, regulation and litigation.
Winners’ Circle

Invested in Technology

Past Retirement Plan Advisers of the Year discuss their ‘tech support.'
Cover Story

Pooled Strength

PEPs should be a boon to small employers—how advisers, too, can gain from these plans.