Fall 2007

403(b) aware

New 403(b) rules may offer opportunities for advisers to have a "client touch"

The Path Ahead

Plan sponsors want more fee disclosure, and regulators will likely require it soon. That is both a threat and an opportunity for advisers.
 

457 Exemptions

 IRS issues guidelines for deferred compensation arrangements maintained by tax-exempt entities or state or local governments

Time Flies

Believe it or not, it's been a year since we launched PLANADVISER 

B/D Advice

As retirement plan advisers increase in number, independent broker/dealers are building their support services

Playing Favorites

When it comes time to help plan sponsor clients select and monitor investment lineups, advisers have clear favorites

Talking Points

Tired of giving the same old presentations? Use these nuggets of information to spruce them up.