Mar-apr 2009

Steven Dimitriou, of Mayflower Advisors, LLC, and Fiduciary Investment Advisors

Steven Dimitriou, Mayflower Advisors, LLC (Boston, Massachusetts)

Fiduciary Investment Advisors (Windsor, Connecticut)

Advisers move away from specialization

A survey published last month by Fidelity noted that workers cited health insurance, retirement savings plan matching contributions, and dental insurance as the three most important benefits, with health insurance ranking first.

What makes a great adviser?

Disclosure not the only issue with 401(k) fees

The rules surrounding plan partial terminations after workforce reduction

Washington has a full plate of retirement plan issues

How advisers can measure client satisfaction and why they should

What advisers need to know about the 403(b) higher education market

New products, highlights, announcements

One potential reason why some elderly run down their assets slowly is uncertainty over their life spans, suggests an analysis by the National Bureau of Economic Research (NBER).

SEC charges Merrill with misleading pension clients

Want to capture rollovers from your retirement plan clients? It may not be as simple as talking to participants

Advisers want mobile technology

How do advisers make the most of the change all around them?

What effect does a retirement plan adviser have on a plan?

Data show micro plans are not simply miniature replicas of the larger-plan space

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

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

Advisers need to get to work now to comply with new Form 5500 requirements

Articles that appeared in the Trendspotting section of the magazine