January-february 2010

Portfolio Evaluations (Warren, New Jersey)

Testosterone linked to risk-taking

How to deal with the DoL’s campaign against cross-selling

New products, highlights, announcements

La Bri Group, First Allied Securities (Brookfield, Wisconsin)

UBS Financial Services, Inc. (Chicago, Illinois)

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

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

Michael Kane, Mary Kane, Ashley Black, David Robinson (Alpharetta, Georgia)

Jennifer Flodin, Don Stone (Chicago, Illinois)

Linda Bright, Doug Igel (Irvine, California)

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.

The DoL pulls controversial participant investment advice rules—what’s next?

PLANSPONSOR unveils finalists for the Retirement Plan Adviser and Retirement Plan Adviser Team of the Year awards.

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

I always find the concept of a new year interesting.

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

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

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

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

Mosse & Mosse Associates (Marlborough, Massachusetts)

Articles that appeared in the Trendspotting section of the magazine.

What is on the horizon for 2010?

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.