Bruce Shutan
Contributing writer
Bruce Shutan is an Employee Benefit News contributing writer based in Portland, Oregon.
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Why advisers are taking on a bigger role in retirement plans
From fiduciary guidance to financial education, advisers are taking on more responsibility as sponsors expand investment choices and focus on participant outcomes.
The next gen: Retirement advisers adjust to changing client options, circumstances
Expansion of savings vehicles, along with the largest transfer of wealth in U.S. history, bodes well for plan participants as advisers shift to offering ongoing financial guidance.
Employees can invest alternative assets into their 401(k)s. Here’s what to know
The Department of Labor issued a safe harbor rule protecting benefit leaders as they navigate the added risk to retirement planning.
3 issues shaping the future of retirement planning: Morningstar
The focus of retirement planning is shifting, according to Morningstar experts, moving away from simple saving toward bespoke decumulation strategies and guaranteed lifetime income solutions.
Family feuds: Advisers navigate beneficiary designation disputes
Mindful of cumbersome rules and the potential for blended-family feuds, advisers can help take the lead on keeping the peace for benefit plan participants.
