PLANADVISER Magazine

COVER

2012 PLANSPONSOR Retirement Plan Adviser of the Year

Stace
Hilbrant, managing director of 401k Advisors LLC in Wilmette, Illinois, takes
pride in his business’s face-to-face client service model. Hilbrant’s firm was
one of the original founding firms of 401k Advisors USA, which was later
renamed National Retirement Partners before being acquired by LPL Financial in
2010. In 2003, he incorporated in suburban Chicago as 401k Advisors LLC and
sold his first 401(k) plan advisory services to D.A. Stuart Company, which
makes products for the aluminum manufacturing industry. “I have that first
check stapled to my wall,” he says.

chalk talk

Forging Ahead

Making an impact in the wild and wooly world of 3(38) relationships
trendspotting

Coming to Terms

Settlement entered in Kraft excessive fees case
trendspotting

Getting the Message

Communication designs make a difference with younger participants
trendspotting

Guiding Light

How advisers can help sponsors avoid plan audits
law & order

Heads Up

Although focus has been on 408(b)(2), now is the time to prepare for 404(a)(5)
micro scope

Horse to Water

Small-plan advisers who move to a fee-based model find challenges
trendspotting

On Solid Ground

Retirement portfolios look good, yet investors still quaking
trendspotting

On Time

Many Baby Boomers retiring at 65
trendspotting

Pay Check

Employer to pay for failing to monitor RK costs
trendspotting

Pension Promises

Younger workers look for employers with DB plans
micro scope

Small Companies’ Compliance Concerns

Eighty-four percent of professional service firms say compliance with regulations is their top concern when sponsoring retirement plans for their employees.    
trendspotting

Special Attention

Minorities' retirement plans hardest hit by recession
investment-oriented

Staying on Target

 Helping sponsors decide whether a target-date fund family still works for their plan 
talking points

Talking Points

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

Tall Order

DCIO firms look to differentiate themselves with value-added services
investment-oriented

TDFs Decrease 401(k) Investing Extremes

In 2011, 18% of Vanguard retirement plan participants held extreme asset allocations—10% held only equities and 8% held no equities.
intro

Top of the Heap

"Each year we find new names and faces within this process, advisers who we enjoy getting to know, whether through speaking at or attending our conferences, through email...
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