PLANADVISER Magazine

September-October 2011

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COVER

Advisers share their preferences for helping clients put
together a plan menu on a recordkeeper’s platform.

I have watched with increasing interest the growing furor over the Department...

Target-date fund assumptions—what you don’t know could hurt clients.

Seven keys for advisers to use social media effectively.

hot off the presses

new products, highlights, announcements

fiduciary fitness

What investment details are required by the 404(a) disclosure regulation?

learner's permit

What You Need To Know about Podcasting

viewpoint

What to know about multiple employer plans.

intro

The dog days of summer are keeping everyone in the financial services industry on their toes—and the markets are playing with our emotions.

chalk talk

Absolute, cost-based, and relative pricing practices.

servicing strategies

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.

practice management

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.