Added Value
Leveraging your relationships with providers and wholesalers to increase your value proposition
Panc 2008
Benchmarking Your Practice
Capturing the profile of the "typical" retirement plan adviser
Branching Out
Making your practice about more than 401(k)s
Call of Duty
Returning client calls most important loyalty signal
Closing the Deal
Best practices in winning a finals presentation
Finding the Exit
Fees now top reason to switch providers
Getting Comfortable with the “F” Word
Are you a fiduciary? Do you tell your client how to stay out of trouble on the fiduciary front?
Getting Your Fare Share
Scrutiny of fees has never been more intense. What is reasonable? Ensuring your revenue stream fits your business
Giving Advice
EBSA clarifies PPA fiduciary adviser regulations
Hidden in Plain Sight?
What do the Department of Labor fee initiatives mean for advisers?
Hot off the Presses
new products, highlights, announcements
Looking Ahead
cover story
Many Unaware of Pending Retirement Risk
More than four out of 10 households statistically at risk for not having a large enough retirement nest egg and who will be in serious trouble when health-care costs are factored in are oblivious to their pending problem, according to the latest analysis of the National Retirement Risk Index (NRRI).
Measuring the Unmeasurable
Nobody has agreed how best to benchmark lifecycle funds. What to consider when making that determination.
Nuts and Bolts
Fine-tuning your practice so clients are happy before day one
Plan Sponsor Confidential
What do clients really think about advisers' services?
QDIA Essentials
Choosing among target-date funds, balanced funds, and managed accounts
Road Test
A view of a recent product development
Searching for Clarity
GAO finds fiduciary roles fuzzy
Service Model
Should wealth management or retirement income be part of your practice?
Tackling Revenue Sharing
What are ERISA accounts and how do you use them?
Talking Points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
The Big Picture
Measuring client satisfaction is vital to keeping the relationship with a plan sponsor intact
The View from the Courts
What's been happening on the judicial front: fee litigation and LaRue
Three Days in September
I expected the 2008 PLANADVISER National Conference to be memorable but I never imagined some of the reasons why.
Trendspotting
Articles that appeared in the Trendspotting section of the magazine
Which Way Do I Go?
Wirehouse, independent, or other. Which business model is right for you?