PLANADVISER January/february 2013

Role Play

What exactly does a plan adviser do?


The Mobile Office

There has been a lot of talk about Apple in the news lately—what its stock price is doing, what new gadgets it will or will not come out with next.


The 2012 presidential election’s significant impact on advisers

Sweet Spot: 2013 PLANADVISER Micro Plan Survey

The number of micro defined contribution (DC) plans, participants in micro plans and total assets under advisement continued to grow steadily in 2011, according to the 2013 PLANADVISER Micro Plan Survey*. 

Tablet Insomnia

Just two hours’ exposure to a device with a self-luminous backlit display—a Kindle, iPad or other tablet computer—can cause a suppression in melatonin, which in turn could lead to trouble falling asleep, according to a study from the Lighting Research Center at Rensselaer Polytechnic Institute. Melatonin, a hormone secreted by the pineal gland in the brain, helps regulate sleep cycles.

Talking Points

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

The Moment of Truth

The 408(b)(2) fee disclosure rule is a tremendous opportunity for advisers 


Articles that appeared in the Trendspotting section of the magazine.