Cease and Desist
Plan advisers must stop selling 401(k) plans—immediately
Summer 2007
Beneath the Surface
If you are thinking about changing affiliations, ask yourself these five questions before you accept a tempting offer
Know Way?
What they don't know can "hurt" you
Deferred Gratification
Final section 409A regulations are complicated, but offer opportunities for advisers
From the Front Lines
Front-line experiences, be they silly, stupid, or just plain bizarre, can help you appreciate the normalcy of a 'regular' day.
Hot Off the Presses
New products, Highlights, Announcements
Team Building
Whether in your affiliation, preferred provider relationships, or participant education, with whom you choose to do business matters
Hard to Fit
Despite interest by clients, ETFs are not a slam dunk in retirement plans
Out of Sight?
What can a relationship with the custodian of a plan's assets offer retirement plan advisers?
Provider Choice
Insights from PLANSPONSOR's 2007 Recordkeeping Survey
Head of the Class
Do designations matter?
The Big Picture
Getting participants to swallow a more holistic approach to planning requires employers, employees, and advisers to get it together—and get in touch with reality
Talking Points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.