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.


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...