March-april 2010

Income Tacts

As we pulled together the materials for our income tax filings this year—I was once again astounded at how much of our household income is absorbed by various taxes—federal, state, local/property, and, yes, FICA (which I consider a tax, but that’s a subject for another day).

Maze of Options

Finding a solution to the retirement income problem

Protecting Yourself

How to deal with the DoL’s campaign against cross-selling (continued)

Religious Differences

What advisers need to know about 403(b) plans sponsored by religious organizations

Retirement Plan Adviser Team of the Year

The Prince Group, Stifel Nicolaus—Douglas Prince, Brea Dantin, Joe Copeland, Sue Platt, Deana Harmon, Ben Donathen, Jillian Grimm
(Indianapolis, Indiana)

Talking Points

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

The Inside Scoop

Every year since 2004, I, along with an expert panel of judges, have undertaken a quest to quantify what makes a great adviser in the process of awarding the PLANSPONSOR Retirement Plan Adviser of the Year award.


Articles that appeared in the Trendspotting section of the magazine