PLANADVISER Magazine

PLANADVISER
May/June 2015

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COVER

A Leg Up

Case studies of advisers improving plan outcomes

ERISA vista

Advice to Plans and Participants

Questions advisers are asking

Editor’s Letter

Best Interest?

By now, we have all read and reviewed the Department of Labor...

feature

Boosting Results

How advisers can encourage sponsors to make plan design changes

diversions

DIY Boarding Looms Ahead

Many airports call it their biggest IT priority

fiduciary fitness

EPCRS’s Makeover

How to use the IRS Compliance Resolution System

learner's permit

Everything You Need to Know About … 1Password

Retirement plan advisers who are interested in online security—or at least in how to accommodate various website demands for passcodes...

Compliance Consult

Fiduciary Rule Implications

Most advisers would become fiduciaries

practice management

Healthy, Wealthy and Wise

Bringing the message of financial wellness to retirement plans

hot off the presses

Hot Off the Presses

New products, highlights, announcements

Data Points

Larger Plans Use Fiduciaries

Having a 3(21) fiduciary is the most common practice

servicing strategies

Leveraging ERISA Attorneys

Advisers can benefit from working with lawyers in the field

Capitol News

Revamped Fiduciary Proposal

Ad adviser eye on Washington

talking points

Talking Points

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

intro

The Meaning of Success

Showcasing the 2015 Plan Sponsor of the Year winners and finalists.

trendspotting

Trendspotting

A look at the latest concerns and actions among employees, and what they mean for advisers