January – February 2012

A Flexible DB Plan?

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

Looking Ahead

Monitoring the future, instead of looking in the rearview mirror 

Untangling the Wires

Understanding the rules for electronic disclosure of fee information


Leaders of the Pack

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


Talking Points

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


Articles that appeared in the Trendspotting section of the magazine