2014 PLANADVISER Micro Plan Survey
The unique opportunities of micro plans
PLANADVISER January/february 2015
Breaking Down Savings Barriers
Proof that advisers play a critical role in boosting
balances
Editor’s Letter
Buying vs. Selling
The value of understanding and meeting your customer's needs rather than just selling to them.
fiduciary fitness
Continuing Violation?
Supreme Court to review ERISA’s six-year limitations period
Compliance Consult
learner's permit
DOL Investigations
Pay attention to your other regulator
Everything You Need to Know About … ClearSide
Your retirement plan advisory firm and team may be dedicated to participant retirement readiness, and may have helped plan sponsors create strong policies and messages—but do you have the tools to evaluate how that information is read and received?
regulatory radar
Getting Your Bearings
Determining the right fiduciary service for your clients
hot off the presses
Hot Off the Presses
New products, highlights, announcement
ERISA vista
Data Points
Managed Account 3(38)s
Questions advisers are asking
Managed Account Value
Use of managed accounts improves deferrals and account balance
servicing strategies
diversions
Plugging Plan Leaks
Many 401(k)s contain a feature advisers don’t want
participants to use
Quarter-Million-Dollar Baby
Adjusted for inflation, the cost of child rearing tops
$300,000
cover story
Re-Orientation
The changing dimensions of retirement plan trends
sales champ
talking points
intro
Standing Out in the Crowd
Ideas for differentiating your practice
Talking Points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
Trends and Trendsetters
When
you embark on your year-end meetings with your retirement plan clients, how do
you help them measure their plans’ success?