A Favorite Blend
Advisers share their preferences for helping clients put
together a plan menu on a recordkeeper’s platform.
September-october 2011
Decision “Points”
I have watched with increasing interest the
growing furor over the Department of Labor’s (DoL’s) proposed new fiduciary
definition.
Digging Deeper
Target-date fund assumptions—what you don’t know could hurt
clients.
Getting Wired
Seven keys for advisers to use social media effectively.
Hot off the presses
new products, highlights, announcements
Investing with Confidence
What investment details are required by the 404(a)
disclosure regulation?
Learner’s Permit
What You Need To Know about Podcasting
“Multiple” Choice
What to know about multiple employer plans.
Playing with Emotions
The dog days of summer are keeping everyone in
the financial services industry on their toes—and the markets are playing with
our emotions.
Reasonableness Versus Fairness
Absolute, cost-based, and relative pricing practices.
Survival of the Fittest
Retirement plan custodians and vendors adapt to new market
realities by providing more products and services for retirement plan RIAs.
Talking Points
Tired of giving the same old presentations? Use these
nuggets of information to spruce them up.
The Importance of Succession Planning
It’s about more than what comes next—it’s what’s happening
now.
Trendspotting
Articles that appeared in the “trendspotting” section of the
magazine.