Buyer’s Guide 2009

Private-sector defined contribution (DC) will grow at an annual rate of 5.9% from 2008 to 2013, though that is a lower rate compared with previous projections based on worsening net flow forecasts, according to Cerulli Associates.

Advisers giving advice through the PPA's fiduciary adviser provision must play by rules that still are not final

Strategic partnerships can build your business

Recordkeeping services can feel commoditized, but the right choice demands careful consideration

What you should know about collective trust funds

Pension fund sues UBS

Census data show strengthening DB to DC trends

Advisers may try to use designations to boost their businesses but regulatory oversight is increasing

A recent paper suggests the economic times people live through have a significant impact on how they invest.

ETFs continue to be touted as the next best investment for retirement plans, but they are slow to gain traction

Broker/dealers continue to add products and services to support the retirement plan adviser

Retirement income solutions aim to find ways for savings to keep working so retirees can relax

The QDIA regulations open the door for new default options

Choosing a custodian requires careful consideration

Cerulli report says fee-based compensation increases, but revenues are down

Capturing rollovers can be made easy with the help of a solutions provider

Employer accounts pumping up IRAs

Is fiduciary insurance something to invest in?

Lifestyle funds and allocation models remain popular with advisers

Advisers still headed for more fee transparency

Need for help in retirement income planning grows

As fond as I am of the phrase "the more things change, the more they stay the same," I sometimes question its applicability to the retirement plan space.

Although new rules may make 403(b)s more similar to 401(k)s, they are very much their own plans

Analytics tools and approaches that can help you keep up with today's portfolios

Articles that appeared in the Trendspotting section of the magazine