PLANADVISER Magazine

Fall 2007

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COVER

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

Where are some financial advisers taking our industry?

Plan sponsors want more fee disclosure, and regulators will likely require it...

Some states taking a closer look at adviser certifications

fiduciary fitness

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

intro

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

investment-oriented

Advisers have conflicting views on lifecycle funds

practice management

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

practice management

Investment-only DC shops offer advisers more than just an investment menu

research

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

sales champ

How the best advisers quarterback the conversion process

servicing strategies

Next best thing to a pension, or just another tired solution in a box?

talking points

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