November-December 2009

Balancing Act

Financial advisers must straddle extremes

Getting the Word Out

Why employers still shy away from retirement-income products, and what advisers can do about it

Greater Plans

What advisers should know about the nonprofit 403(b) market segment

How Far We’ve Come

The end of a year is always a good time for reflection, casting an eye back over the roads we have traveled, as we head into a new year.

Making the Grade

Understanding the EACA exception for nondiscrimination tests

Most Successful Advisers of the Year

While there are tens of thousands of advisers, and thousands of advisers who do some work with workplace retirement plans, far fewer have committed the time and acquired the expertise needed to succeed in a market this complex—but who are the nation’s best retirement plan advisers?

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

Worth Whiles

I’m sure you’ve seen that commercial where a series of more-or-less everyday events and their price tags are presented.