Summer 2023

In the summer cover story, the overlooked and often outright ignored small plans market gets its due, with advisors and experts explaining why a combination of state plan offerings and incentives contained within SECURE 2.0 make it the right time to target the space to close the coverage gap. Also, another MAJOR fiduciary issue is here, we recap the best 401(k) Summit yet, and advisory M&A’s next phase. We also share our Top 2023 Advisor Allies and Teams lists.