May-jun 2008

Connecticut legislation may create the first state-administered retirement plan for small businesses, but will it cut out advisers and TPAs?

cover story

ERISA accounts offer a "new" way of offsetting plan costs

With no industry consensus on how to benchmark target-date funds, what can advisers do?

Fiduciaries may have disclosure mandate not specified in law

Does employee education still matter?

Sponsors lack confidence about plan fees

The retirement income space offers advisers a wealth of choices in determining how to service the market

Fees, retirement income, QDIAs, and 403(b)s offer advisers sales and service opportunities

New products, highlights, announcements

Two special conferences you won't want to miss

Success depends on relationship-building skills

MetLife's latest Annual Employee Benefits Trends Study found that the workplace has become the dominant starting point for building a strong financial safety net

Fielding Miller, CEO, CAPTRUST Financial Advisors

Partnering with providers to increase your value proposition to clients

Collective funds next trend in plan investments

The DoL offers a new safe harbor for small-plan contribution deposits

"How much" alone is not enough

The percentage of workers very confident about having enough money for a comfortable retirement decreased sharply, from a mere 27% in 2007 to fewer than one in five (18%) in 2008, the biggest one-year drop in the 18-year history of the Employee Benefit Research Institute's (EBRI) Retirement Confidence Survey.

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

The view from the 403(b) summit

Articles that appeared in the Trendspotting section of the magazine

What your client needs is someone to help him understand his fiduciary responsibility