2014 PLANSPONSOR Retirement Plan Adviser of the Year

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.

practice management

More Than Just an Acronym

The importance of adviser credentials in an evolving and competitive marketplace

Stars Among Us

Congratulations to the 2014 PLANSPONSOR Retirement Plan Advisers of the Year!
talking points

Talking Points

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

The Value of ERISA

We’ve written much over the years about research showing each generation has its own idea of what “retirement” means.
servicing strategies

Tools of Engagement

The technology advisers increasingly use to involve participants


Articles from the trendspotting section of the magazine
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