ALSO INSIDE
research
On the Mark
Adviser-run plans excel in design, reviews and customization
sales champ
Best in Show
Five things
employers want in adviser RFPs
investment-oriented
Retirement Inputs
How retirement
income calculators can prompt higher savings
chalk talk
Regulatory Tune-Up
A reality check for
advisers
fiduciary fitness
Fixing 403(b) Plans
IRS guidance for
correcting document failures
learner's permit
Learner's Permit
What You Need to
Know About ...Video-conferencing
trendspotting
Trendspotting
Articles that appeared in the Trendspotting section of the magazine.
diversions
Facebook fatigue
Many are
‘de-friending’ Facebook
hot off the presses
Hot of the Presses
New products,
highlights and announcements
talking points
Talking Points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
intro
A New Dawn
A couple of weeks ago, I attended a retirement readiness summit in Washington, D.C., sponsored by Transamerica.
feature
2013 PLANSPONSOR Retirement Plan Adviser of the Year Finalists
At the end of last
year, we announced some of the nation’s most successful retirement plan
advisers in our list of the 2013 PLANADVISER Top 100 Advisers. In this issue,
we profile the finalists for PLANSPONSOR’s Retirement Plan Adviser of the Year
awards.
feature
Best in Class
The 2013
PLANSPONSOR/PLANADVISER Awards for Excellence