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How to expand your net

Most advisers would become fiduciaries

Retirement plan advisers who are interested in online security—or at least in how to accommodate various website demands for passcodes of eight-plus characters including one capital letter, number...

Advisers can benefit from working with lawyers in the field 

A look at the latest concerns and actions among employees, and what they mean for advisers

Questions advisers are asking

Many Boomers will need to work in retirement; advisers can help them plan for it

Proof that advisers play a critical role in boosting balances

The value of understanding and meeting your customer's needs rather than just selling to them.

Many 401(k)s contain a feature advisers don’t want participants to use

Ideas for differentiating your practice  

Articles from the Trendspotting section of the magazine

Optimizing plan and practice outcomes—best practices for retirement plan advisers

The key is selecting the right people

For many retirement plan advisers, especially those who frequently travel to and from their clients’ offices, keeping track of the various reports and correspondences that allow their firms...

New products, highlights, announcements

403(b) sponsors in great need of fiduciary help

The transformational law makes waves in the ­retirement plan industry not ­anticipated in 1974