PLANADVISER Magazine
COVER
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?
cover story
cover story
A New Dimension
cover story
regulatory radar
regulatory radar
A New Way To Pay
ERISA accounts offer a "new" way of offsetting plan costs
investment-oriented
investment-oriented
An Elusive Target
With no industry consensus on how to benchmark target-date funds, what can...
retirement income
Finding the Right Vehicle
The retirement income space offers advisers a wealth of choices in determining how to service the market
intro
Fresh Perspectives
Fees, retirement income, QDIAs, and 403(b)s offer advisers sales and service opportunities
trendspotting
Many Employees Want Financial Planning and Advice at Work
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
sales champ
More Than Middle Men
Partnering with providers to increase your value proposition to clients
fiduciary fitness
Raising the Bar
The DoL offers a new safe harbor for small-plan contribution deposits
trendspotting
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...
talking points
Talking Points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
chalk talk
Want Adds
What your client needs is someone to help him understand his fiduciary responsibility