January-february 2010

Attila Toth

Portfolio Evaluations (Warren, New Jersey)

Lockton Dallas

David W. Altimont, Lucas M. Barton, Courtney Stroope, Erika Chavez, Kim Pacheco (Dallas, Texas)

Lost in Translation

Plan sponsors are looking for advisers who know how to reach out to the ever-growing Hispanic-American population.

Precept RPS

Linda Bright, Doug Igel (Irvine, California)

Projection Screen?

More than the subtleties of the law, the nuances of crafting a cogent legal brief, and the humiliations that often accompany the public exercise of the Socratic method, surely the most intimidating aspect of my law school experience—certainly in the first year—was the grading.

Rick Wedge

Northgate Benefits, an NRP member firm (Novato, California)

Suiting Up

There’s now no denying it; retirement plan advisers are fiduciaries, or will be soon

Taking the Bull by the Horns

Following its Merrill Lynch acquisition, Bank of America aims to make a serious play in the retirement market

Talking Points

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

The Prince Group

Douglas Prince, Brea Dantin, Deana Harmon, Jillian Grimm, Joe Copeland, Ben Donathen, Sue Platt (Indianapolis, Indiana)

Timothy Black

Mosse & Mosse Associates (Marlborough, Massachusetts)


Articles that appeared in the Trendspotting section of the magazine.

What You Need to Know about Webcasts

As retirement plan advisers learn how to lasso new media as part of their practices, one of the most established methods to consider is using Webcasts.