cover story
Steven Dimitriou, of Mayflower Advisors, LLC, and Fiduciary Investment Advisors
cover story
Steven Dimitriou, Mayflower Advisors, LLC (Boston, Massachusetts)
cover story
Fiduciary Investment Advisors (Windsor, Connecticut)
trendspotting
Advisers move away from specialization
dean's list
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.
intro
What makes a great adviser?
trendspotting
Disclosure not the only issue with 401(k) fees
fiduciary fitness
The rules surrounding plan partial terminations after workforce reduction
regulatory radar
Washington has a full plate of retirement plan issues
servicing strategies
How advisers can measure client satisfaction and why they should
beyond (k)
What advisers need to know about the 403(b) higher education market
hot off the presses
New products, highlights, announcements
trendspotting
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).
trendspotting
SEC charges Merrill with misleading pension clients
sales champ
Want to capture rollovers from your retirement plan clients? It may not be as simple as talking to participants
trendspotting
Advisers want mobile technology
chalk talk
How do advisers make the most of the change all around them?
research
What effect does a retirement plan adviser have on a plan?
micro scope
Data show micro plans are not simply miniature replicas of the larger-plan space
cover story
Insights from the PLANSPONSOR Retirement Plan Adviser and Adviser Team of the Year finalists.
talking points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
regulatory radar
Advisers need to get to work now to comply with new Form 5500 requirements
trendspotting
Articles that appeared in the Trendspotting section of the magazine