cover story
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 efforts
you’ve made throughout the year to improve and safeguard the retirement
plans you serve, you should be.
you’ve made throughout the year to improve and safeguard the retirement
plans you serve, you should be.
Editor’s Letter
learner's permit
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.
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
talking points
trendspotting
Capitol News
Hot Off the Presses
New products, highlights, announcement
Talking Points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
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 George...
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
Data Points
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
ERISA vista
Effects of the Fiduciary Rule
Questions advisers are asking
fiduciary fitness
Same-Sex Marriage Ruling
The implications for employee benefit
