Jul-aug 2008

Risk-based funds remain popular on plan menus. Why some plans pick them, and how some advisers benchmark them

Annuities are crucial to the retirement income discussion

The IRS offers ways for deferred compensation plans to correct mistakes voluntarily

Summer is the perfect time to get caught up

Financial advisers see ETFs as the most innovative investment vehicle in the last two decades

It is the classic situation of the doctor who does not have time to exercise or the hairdresser with unkempt hair.

cover story

A study by research firm Strategic­ Insight says that advice in the mutual fund business increasingly is provided through fee-based accounts.

The number of financial advisers in the U.S. declined from 256,569 in 2005 to 245,831 last year, according to The Cerulli Edge Advisor Edition.

Advisers grow business despite market conditions

What the PPA's fiduciary adviser rule means for advisers

New products, highlights, announcements

A partnership with a TPA offers much more than a plan administrator

Most 401(k) participants make savings mistakes

Have you made your plans to join us for the PLANADVISER National Conference?

Target-date funds might overallocate equities

The DoL offers QDIA clarification

A view of a recent product development

Firms increase recruiting efforts for advisers

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

When it comes to fees, what is reasonable?

A couple of months back, AARP published a report on how economic worries are affecting Americans

The real cost of delivering retirement savings plans

Articles that appeared in the Trendspotting section of the magazine