chalk talk
The 133% solution is not an option
dean's list
How is your education continuing?
fiduciary fitness
Vesting issues under the PPA can be a trap for the unwary
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
intro
This issue we focus on performance: adviser performance, investment performance, and plan performance.
investment-oriented
Picking the best solutions—even the best automatic solutions—still requires expertise
law & order
A checklist for the year ahead
law & order
A guide for DB and DC plans
practice management
The right tools to help monitor investments
profile
Axline Professor of Business Economics, California Institute of Technology
research
Advisers look beyond performance in making fund selection but not much further
sales champ
The most successful retirement plan advisers
sales champ
These finalists have all proved their worth to their plan sponsor clients and have made a noticeable difference to the plans they service
sales champ
There were nearly 300 nominations for this year's award, culminating in the collection of 182 advisers, 110 of whom were eligible to compete for the award
sales champ
These finalists have all proved their worth to their plan sponsor clients and have made a noticeable difference to the plans they service
servicing strategies
Dealing with participant fear factors
talking points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.