research
intro
Choosing Industry Favorites
The 2015 PLANADVISER Retirement Plan Adviser Survey
Key Partners
Highlighting the 2015 PLANADVISER Retirement Plan Adviser Survey
Editor’s Letter
talking points
Methods of Messaging
Even with automatic enrollment, you still need to engage participants.
Talking Points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
learner's permit
Everything You Need to Know About … Tripit
Tripit helps you keep track of all of your travel information in one place.
hot off the presses
Hot Off the Presses
New products, highlights, announcement
Capitol News
Data Points
Capitol News
An Advisor Eye on Washington
Retirement Plan Balances
Law firms and utilities have the highest average account
balances
feature
A Family Affair
The dynamics of working with a parent and child serving retirement plans
feature
Robo-Advisers
New advice delivery system or the old computerized model reborn?
investment-oriented
Simplified, Streamlined
Current best practices in retirement plan investment menu management
practice management
The Right Protection
Insurance answers “What if …?” for a business
ERISA vista
Advice for Small Accounts
Questions advisers are asking
Compliance Consult
Advising Wealthy Individuals
Advisers’ responsibilities under ERISA and state law
fiduciary fitness
trendspotting
The New Fiduciary Rule and Annuities
DOL clarifies some aspects
Trendspotting
A look at the latest concerns and actions among employees, and what they mean for advisers.