PLANADVISER May/june 2015

A Leg Up

Case studies of advisers improving plan outcomes

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.

Boosting Results

How advisers can encourage sponsors to make plan design changes

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.

Talking Points

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


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