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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

Industry White Papers

The Decumulation Conundrum: Income In Retirement A record number of Americans are currently in retirement, and people are living longer.

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.

Balanced retirement portfolios, no matter the balance of power. Perspectives on electing high-yield bonds and other non-core assets.

The Forgotten Participant Examining defined contribution participant investing behaviors and decision-making