The 2014 PLANSPONSOR Retirement Plan Adviser of the Year winners—in the individual, team and multioffice team categories—stand out for their overriding concerns for plan sponsor clients and participants, as well as the leading-edge actions they take with respect to plan design and outcomes.
Some even order tickets online during church
Spotlighting industry data from PLANADVISER’s proprietary research
The transformational law makes waves in the retirement plan industry not anticipated in 1974
Believe it or not, the question “Where are you?” is a modern one.
The post-Dudenhoeffer era
New products, highlights, announcements
The importance of adviser credentials in an evolving and competitive marketplace
Congratulations to the 2014 PLANSPONSOR Retirement Plan Advisers of the Year!
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
Questions advisers are asking
Some institutional funds now have a floating NAV
The pros and cons of a 3(21) fiduciary partnering with a 3(38) fiduciary
We’ve written much over the years about research showing each generation has its own idea of what “retirement” means.
The technology advisers increasingly use to involve participants
Articles from the trendspotting section of the magazine
Are you guiding participants to the right investments?