planadviser July/August 2013

2013 DCIO Survey

When it comes to DCIO providers, investment performance is not the only aspect to consider

Completing the Picture

How recordkeepers, TPAs, ERISA attorneys and CPAs augment advisers’ business

Retirement Reality

Americans’ lack of foresight on 401(k) savings—and what advisers can do to ramp it up

Buddy System

Finding new clients is the lifeline of an adviser’s business.

Target Practice

The adviser’s evolving role in helping sponsors with TDFs

What You Need to Know About … Postagrams

Although social media and applications (apps) may still have some compliance hiccups in the adviser world, they can be useful marketing tools to grow your business.

Picking a Partner

 Finding a defined contribution recordkeeper suited to you and your clients

 

Exit Sign

How to approach sponsors about rollovers—and, ultimately, how to capture them

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.