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November-December 2011

C1 CVR
cover story

Taking Action

The 10 things you should do to make sure your practice is ready for 2012

ALSO INSIDE

research

Stepping Up

2011 Adviser Experience Survey—How specialist retirement plan advisers run their practices

practice management

PLANADVISER National Conference

September 12-14, 2011, Orlando, Florida

 

servicing strategies

Finding Its Place

If Roth 401(k) were a human being, he would be going through an existential crisis.

micro scope

Damage Control

Plans and participants in the micro market show minimal impact from hostile economy.

 

chalk talk

Making Your Mark

Crafting your value through investments?

fiduciary fitness

Reform School

Consequences of tax reform proposals relating to 401(k) plan contributions.

dean's list

The IKEA Experience

Are participants overwhelmed by a “do-it-yourself” approach to managing their retirement plans?

 

learner's permit

Leaner's Permit

What You Need To Know About...Web Analytics

trendspotting

Trendspotting

Stories that appeared in the Trendspotting section of the magazine and online.

 

hot off the presses

Hot off 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

Looking Glass

The end of a year is always a good time for reflection, for casting an eye back over the roads we have traveled, as we head into a new year.






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