May-June 2010

A Needle in a Haystack

Making it easier to find missing participants and terminate plans

Branching Out

Collective trusts gaining sponsor acceptance, but ETFs have limited appeal

Building Codes

For many retirement plan advisers, summer is the best time to catch up on the things that you may not have had the chance to get to earlier in the year, when your schedule was consumed with conversions and client reviews.

Filling in the Gaps

Look for these sponsor and participant services from recordkeepers

Live Long and Prosper

I’ve been a huge “Star Trek” fan for most of my life.n a huge “Star Trek” fan for most of my life.  

Networking.com

Five things advisers should consider when building an online presence

Processing Power

The changing nature of providing advice to plan participants

Relationship Selling

Why Advisers should pursue strategic relationships with CPAs and ERISA attorneys

Setting in Stone

Helping plan sponsors make sense of their plan documents

Sizing Up

Considerations for advisers evaluating in-plan guaranteed income products

Talking Points

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

The Efficient Frontier

Advisers should consider these back-office support factors when evaluating broker/dealers

Time to Move On

Plan sponsors are getting more involved in helping participants with the rollover decision

Tools of the Trade

The right software can making running your practice simple

What You Need To Know About… LinkedIn

Much has been written about how financial advisers can use LinkedIn to help them grow their practices—but what’s in it specifically for the 401(k) adviser? 

Widening the Target

Four things to consider when helping sponsors pick asset-allocation funds