Evaluating Target-Date Funds
Questions advisers are asking
PLANADVISER May/june 2014
Everything You Need To Know About… Evernote
“Remember everything.”
Expanding Territories
DCIO providers’ assets and services flourish
Fiduciary Insurance For Advisers
Are you properly covered for ERISA claims?
cover story
hot off the presses
feature
intro
beyond (k)
Data Points
sales champ
fiduciary fitness
servicing strategies
talking points
Editor’s Letter
chalk talk
diversions
trendspotting
Growing Plans Together
Bringing finance into the retirement readiness discussion
Hot off the Presses
New products, highlights, announcements
Investment Committee Training
Ensuring members understand their roles and responsibilities
Joining Forces
Retirement plan advisers often say there is a fine line to walk when encouraging plan sponsor clients to take steps that will significantly improve plan outcomes.
Lawsuits Threaten ‘Church Plans’
Courts find some plans not church plans
Measure Twice (at Least)
Spotlighting industry data from PLANADVISER’s proprietary research
Plan and Individual Benchmarking
The convergence of benchmarking results
Please Respond to This RFP
Thoroughly vetting service providers
Small Businesses in the Dark
Many consider a 3% 401(k) plan fee reasonable
Talking Points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
The Debate Rages On
The proliferation of target-date funds (TDFs)—and their amazing accumulation of retirement plan assets—is nothing short of incredible.
The Great Race
Fees that reflect true value
The Hottest Gadgets Reviewed
The best e-reader? The best tablet? The best smartphone?
Trendspotting
Articles from the trendspotting section of the magazine