PLANADVISER March/april 2016

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

Managed Accounts

Plans with managed accounts that work with an adviser have higher balances

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


A look at the latest concerns and actions among employees, and what they mean for advisers

Basic Training

How to help educate plan committee members

Getting Personal

The pros and cons of taking on a retirement plan from someone you know