cover story
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 (DOL)’s revised “conflict of interest” rule—or, as we know it, the fiduciary redefinition.
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 of eight-plus characters including one capital letter, number and symbol—have likely heard more than their fair share of advice on building passwords.
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
Data Points
Hot Off the Presses
New products, highlights, announcements
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
talking points
Revamped Fiduciary Proposal
Ad adviser eye on Washington
Talking Points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
intro
trendspotting
The Meaning of Success
Showcasing the 2015 Plan Sponsor of the Year winners and finalists.
Trendspotting
A look at the latest concerns and actions among employees, and what they mean for advisers