2014 PLANADVISER National Conference
Optimizing plan and practice outcomes—best practices for
retirement plan advisers
Plandadviser November/december 2014
ERISA vista
A Fiduciary Adviser and Manager?
Questions advisers are asking
Editor’s Letter
Compliance Consult
chalk talk
learner's permit
An Honest Look
Recently, I was sent yet another article with a headline referencing “hidden 401(k) fees” and a message of caution to plan sponsors about what they are paying.
Another Look at the IPS
How to design a smart, safe investment policy statement
Better Committee Decisions
The key is selecting the right people
Everything You Need to Know About … Talk It
For many retirement plan advisers, especially those who frequently travel to and from their clients’ offices, keeping track of the various reports and correspondences that allow their firms to run smoothly can be a hassle.
research
Guided by the Stars
The 2014 PLANADVISER Practice Benchmarking Survey
hot off the presses
Data Points
Hot Off the Presses
New products, highlights, announcements
Mitigating Factors
Spotlighting industry data from PLANADVISER’s proprietary research
beyond (k)
intro
One Market, Different Opportunities
403(b) sponsors in great need of fiduciary help
Preferred Partners
Our annual survey of retirement plan advisers is fodder for two proprietary research reports in this issue.
research
talking points
trendspotting
fiduciary fitness
Stacking Up
The 2014 PLANADVISER Retirement Plan Adviser Survey
Talking Points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
Trendspotting
Articles from the Trendspotting section of the magazine
When ERISA Applies to HSAs
ERISA pertains only when an employer is 'involved'