Mar-apr 2008

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

What exactly is a qualified automatic contribution arrangement?

cover story

FFoA, an NRP Member Firm (Pearl River, NY)

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).

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

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

National Financial Partners

Law firm gets to proceed with fee lawsuit against Hancock

New products, highlights, announcements

The Iowa Division of Insurance will be the first U.S. state regulator to implement an initiative designed to improve consumer understanding of fixed and indexed annuities.

Excessive-fee suit against Fidelity survives initial challenge

Advisers not generally loyal to providers

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

Many surprised by expenses in retirement

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

Supreme Court allows individual ERISA suits in landmark ruling

Where fiduciary governance, employee meetings, and asset allocation converge

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

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.

In the micro-plan market, TPAs play a crucial role

Articles that appeared in the Trendspotting section of the magazine

Corporate retirement services and wealth management are not a winning proposition