PLANADVISER Magazine

PLANADVISER
July/August 2015

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COVER

Impressive Showing

Solidifying your value proposition with plan sponsors

research

2015 PLANADVISER Recordkeeper Services Guide

Different Strokes - Finding the right recordkeeper for you and your clients...

intro

Standout Performance

If, in the annual review meeting, you aren’t highlighting all of the...

Editor’s Letter

Time to Evolve

We will now be determining the 2016 PLANADVISER Top 100 Retirement Plan Advisers...

learner's permit

Everything You Need to Know About … Docs, Sheets And Slides

Three free Google apps enable users to edit Word, Excel and PowerPoint files from any device they log into.

hot off the presses

Hot Off the Presses

New products, highlights, announcement

talking points

Talking Points

Tired of giving the same old presentations? Use these nuggets of information to spruce them up.

trendspotting

Trendspotting

Annuities Seen as the Better ChoiceAn analysis of systematic withdrawals vs. annuities Art by Michela ButtignolAn academic analysis by Mark Warshawsky, a visiting scholar at the Mercatus Center at...

Capitol News

An Adviser Eye on Washington

The latest on regulations and legislation affecting retirement plans

servicing strategies

Correct Size

Creating an RFP that addresses each sponsor’s individual needs

sales champ

Discovering New Territory

How to expand your net

practice management

The Right Measure

The various types of fees advisers charge plan sponsors

Data Points

TDF Assets Soar 176%

Between 2009 and 2014, TDF assets have risen from $251.9 billion to $747.5 billion

ERISA vista

Effects of the Fiduciary Rule

Questions advisers are asking

fiduciary fitness

Same-Sex Marriage Ruling

The implications for employee benefit

Compliance Consult

SEC’s ReTIRE Initiative

The intention is to protect retirement assets

diversions

Protecting Online Accounts

‘Secret’ questions can be easy to break