Mar-Apr 2008

(b) Prepared

Getting down to business with the new 403(b) regulations

(Non)Testing Grounds

What exactly is a qualified automatic contribution arrangement?

Annuities in 401(k) Increasingly Accepted

Annuities in defined contribution plans are gaining momentum as aging Baby Boomers seek to create guaranteed retirement income streams, according to "Guaranteed Annuities in Defined Contribution Plans," a report from the Financial Research Corporation (FRC).

Balancing Act

The classic 60/40 balanced fund benchmark may not work anymore, but advisers can utilize other gauges

Closing the Deal

The finals presentation is the end of one process and the beginning of another

Face Off

Law firm gets to proceed with fee lawsuit against Hancock

Moving Forward

Excessive-fee suit against Fidelity survives initial challenge

Selling Points

Insights from the Retirement Plan Adviser and Adviser Team of the Year finalists

Shock Value

Many surprised by expenses in retirement

Simply the Best

Get to know the Retirement Plan Adviser and Adviser Team of the Year

So Sue Me

Supreme Court allows individual ERISA suits in landmark ruling

Special Treatment

Where fiduciary governance, employee meetings, and asset allocation converge

Talking Points

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

The Not-So-Fine Print

If you watch commercial TV (that is to say, TV with commercials), you've no doubt been struck by the proliferation of ads for various prescription medicines.

Trendspotting

Articles that appeared in the Trendspotting section of the magazine