PLANADVISER July/august 2015

Standout Performance

If, in the annual review meeting, you aren’t highlighting all of the efforts
you’ve made throughout the year to improve and safeguard the retirement
plans you serve, you should be.

Time to Evolve

We will now be determining the 2016 PLANADVISER Top 100 Retirement Plan Advisers based on on quantitative information from the PLANADVISER Retirement Plan Adviser Survey.

Talking Points

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


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 George...

Correct Size

Creating an RFP that addresses each sponsor’s individual needs

The Right Measure

The various types of fees advisers charge plan sponsors

TDF Assets Soar 176%

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