research
2016 PLANADVISER Adviser Value Survey
How advisers can make a difference for plans
Editor’s Letter
intro
Whats Online
Data Points
Qualitative and Quantitative
Judging the awards for the PLANADVISER and PLANSPONSOR Awards for Excellence, just like running or advising retirement plans, is an art not a science
The Bottom Line
This year's PLANADVISER Adviser Value Survey shows that advisers are making a difference
What’s Online
Keep up with the news
Managed Accounts
Plans with managed accounts that work with an adviser have higher balances
Practice Development
Investment Focus
Scouting for Recruits
Enrollers can make good advisers, advisers good support staff, and your best source for referrals—what adviser firms look to first when seeking new hires—could be right down the hall
Emerging Market Funds
In 2015, the category saw net inflows of $538 billion
Capitol News
trendspotting
Capitol News
An adviser eye on Washington
Trendspotting
A look at the latest concerns and actions among employees, and what they mean for advisers
feature
2016 PLANSPONSOR Retirement Plan Advisers of the Year
We honor the 2016 PLANSPONSOR Retirement Plan Advisers of the Year, both winners and finalists
servicing strategies
Basic Training
How to help educate plan committee members
regulatory radar
Fiduciary Outsourcing
Clarifying the scope and value of fiduciary services
investment-oriented
The Appeal of CITs
Not your father's investment strategy
micro scope
Getting Personal
The pros and cons of taking on a retirement plan from someone you know
ERISA vista
Fiduciary Breaches by Others
Questions investors are asking
