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January – February 2012

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cover story

PLANADVISER’s 2012 Top 100 Retirement Plan Advisers

Illustration by Nigel Buchanan Last year, we introduced the PLANADVISER Top 100 Advisers, a listing of the advisers and adviser teams competing for the annual PLANSPONSOR’s Retirement Plan Adviser...

beyond (k)

A Flexible DB Plan?

Cash balance plans can offer small-business owners a way to increase retirement savings

chalk talk

Looking Ahead

Monitoring the future, instead of looking in the rearview mirror

feature

Meeting of the Global Minds

Studies of other countries offer ideas about how to improve the U.S. retirement system

fiduciary fitness

Untangling the Wires

Understanding the rules for electronic disclosure of fee information

hot off the presses

Hot Off the Presses

New products, highlights, announcements

intro

Leaders of the Pack

In this issue, I am once again pleased to honor a leading pack of retirement plan advisers.

learner's permit

Learner’s Permit

What You Need To Know about Writing a News Release

sales champ

Great Aspirations

Best practices in adviser marketing

talking points

Talking Points

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

trendspotting

Trendspotting

Articles that appeared in the Trendspotting section of the magazine

UPCOMING EVENT MORE

PLANADVISER Virtual: Building Your Practice in 2021

March 24, 2021 | Virtual Conference

THOUGHT LEADERSHIP
SPOTLIGHT MORE

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Market Practice Innovation: Increased Efficiency and Impact in The Small Market

An excerpt from Ascensus President, David Musto's Keynote at PLANADVISER National Conference 2018

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The Rapid Evolution and Retirement Needs of American Small Business

An excerpt from Ascensus President, David Musto's Keynote at PLANADVISER National Conference 2018

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ESG Investing

An Interview with Jamie Bentley, SVP & National Retirement Sales Manager at PIMCO

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Women & Investing

An Interview with Jamie Bentley, SVP & National Retirement Sales Manager at PIMCO

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Map My Benefits

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Viability

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Balance Between Great Plans and Cost of Plans

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The HSA Opportunity: What Advisors Should Know

An interview with Steve Christenson, EVP at Ascensus

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Discipline and Consistency: The Case for Staying Invested for the Long Term

An interview with Kathleen Beichert, Head of Retirement, OppenheimerFunds

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HSA Myths and Misconceptions

An interview with Steve Christenson, EVP at Ascensus

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How to Invest in a Health Savings Account

An interview with Ryan Tiernan, Vice President of National Accounts at American Funds

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The Advisor’s Role – Defining Value in a Dynamic Market

An Interview with Bill Harmon, President of Retirement Corporate Markets, Voya Financial

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Challenges for the Modern Adviser

An interview with David Musto, President, and Bob Guillocheau, Chairman & CEO at Ascensus.

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Industry Trends – Consolidation, Technology and Client Solutions

An Interview with Bill Harmon, President of Retirement Corporate Markets, Voya Financial

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Health Savings Accounts: The Advisor Opportunity

An interview with Ryan Tiernan, Vice President of National Accounts at American Funds

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Who Should Use a Health Savings Account?

An interview with Ryan Tiernan, Vice President of National Accounts at American Funds

MARKET MIRROR

Thursday, the Dow gained 305.10 points (0.90%) to finish at 34,035.99, the Nasdaq closed 180.92 points (1.31%) higher at 14,038.76, and the S&P 500 increased 45.76 points (1.11%) to 4,170.42. The Russell 2000 was up 9.35 points (0.42%) at 2,257.07, and the Wilshire 5000 climbed 471.67 points (1.09%) to 43,769.22.

The price of the 10-year Treasury note increased 29/32, bringing its yield down to 1.555%. The price of the 30-year Treasury note climbed 1 3/32, decreasing its yield to 2.255%.

Industry White Papers

Ascending Through the Fire With an Evolving Fiduciary Governance Approach Learn about the opportunity plan advisers have to position themselves as a chief governance officer with plan sponsors.
The Making of a Glide Path Investor reliance on TDFs underscores the importance of having a disciplined approach to glide path construction.
An ERISA Attorney’s Views on Target-Date Fund Selection Brad Campbell opines on how ERISA protects fiduciaries—if they document their decisions the right way.