March-April 2010

Newsletters are a relatively simple, flexible, and effective way to communicate with clients.

New, products, highlights, announcements

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).

Do you need an electronic partner or can you go it alone?

Finding a solution to the retirement income problem

If you want to get hacked, try these passwords

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

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

Rick Wedge, Northgate Benefits, a member firm of NRP (Novato, Calilfornia)

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

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

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

Target-date funds call for 20/20 vision