PLANADVISER Magazine
COVER
2009 Retirement Plan Adviser and Adviser Team of the Year
Steven Dimitriou, of Mayflower Advisors, LLC, and Fiduciary Investment Advisors
cover story
cover story
2009 Retirement Plan Adviser of the Year
Steven Dimitriou, Mayflower Advisors, LLC (Boston, Massachusetts)
cover story
cover story
2009 Retirement Plan Adviser Team of the Year
Fiduciary Investment Advisors (Windsor, Connecticut)
trendspotting
trendspotting
A Broad Swath
Advisers move away from specialization
dean's list
A Good Deal?
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...
fiduciary fitness
Calling It Quits
The rules surrounding plan partial terminations after workforce reduction
servicing strategies
Happy Together
How advisers can measure client satisfaction and why they should
trendspotting
Longevity Risk Makes for More Frugal Elderly
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).
sales champ
Moving Out
Want to capture rollovers from your retirement plan clients? It may not be as simple as talking to participants
research
Polishing a Client’s Retirement Plan
What effect does a retirement plan adviser have on a plan?
micro scope
Small World
Data show micro plans are not simply miniature replicas of the larger-plan space
cover story
Straight from the Source
Insights from the PLANSPONSOR Retirement Plan Adviser and Adviser Team of the Year finalists.
talking points
Talking Points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
regulatory radar
Traps for the Unwary
Advisers need to get to work now to comply with new Form 5500 requirements