May-Jun 2008

A Big Deal for Small Business

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

A New Way To Pay

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

An Elusive Target

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

DoL Weighs In

Fiduciaries may have disclosure mandate not specified in law

Fee Base

Sponsors lack confidence about plan fees

Finding the Right Vehicle

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

Fresh Perspectives

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

Making Friends

Success depends on relationship-building skills

Miller Time

Fielding Miller, CEO, CAPTRUST Financial Advisors

More Than Middle Men

Partnering with providers to increase your value proposition to clients

Raising the Bar

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

Retirement Confidence Plummets in EBRI Survey

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.

Talking Points

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

Trendspotting

Articles that appeared in the Trendspotting section of the magazine

Want Adds

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