Mar-apr 2009

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 health insurance ranking first.

Beyond Cost

Disclosure not the only issue with 401(k) fees

Calling It Quits

The rules surrounding plan partial terminations after workforce reduction

Happy Together

How advisers can measure client satisfaction and why they should

Higher Standard

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

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).

Moving Out

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

On the Go

Advisers want mobile technology

On Your Toes

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

Small World

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

Straight from the Source

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.

Traps for the Unwary

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


Articles that appeared in the Trendspotting section of the magazine