PLANADVISER Magazine
2017 PLANADVISER
view archiveCOVER
What it Takes
What we, as the judges for the PLANSPONSOR Retirement Plan Adviser of the Year award program, look for when selecting the winners.
intro
intro
Brilliantly Done
We salute the 2017 PLANSPONSOR Retirement Plan Advisers of the Year, both...
Data Points
Data Points
Use of Managed Accounts
We look at whether the use of managed accounts paired with the...
Practice Development
Practice Development
Turning Virtual Contacts Into Real Clients
How to get the most from your social media efforts
Investment Focus
DC Investors Favor Fixed Income
Last year, funds took in $17.7 billion, while equities lost $14.6 billion
trendspotting
Gen X Faces Hurdles
They need to save 15% of their salary but are socking away only 7%
trendspotting
Guaranteed Income Worries
Fiduciary exposure, costs and recordkeeping are sponsors’ primary concerns
trendspotting
Trendspotting Charts
A look at employees' latest concerns and what these mean for advisers.
research
2017 PLANADVISER Adviser Value Survey
Lighting the Way: The value that advisers bring to retirement plans
practice management
Assessing Independence
Many advisers would rather venture on their own than affiliate with a B/D
ERISA vista
Varying Fees
Can an adviser charge different fees for different investments in a retirement plan?
fiduciary fitness
Trump Order and Employee Benefits
Will the updating of existing regulations be treated as new regulations?
