Magazine Articles

At the end of last year, we announced some of the nation’s most successful retirement plan advisers in our list of the 2013 PLANADVISER Top 100 Advisers. In...

Taking DC retirement plans to a new level

The 2013 PLANSPONSOR/PLANADVISER Awards for Excellence

Five things employers want in adviser RFPs

A reality check for advisers

Many are ‘de-friending’ Facebook

IRS guidance for correcting document failures

New products, highlights and announcements

A couple of weeks ago, I attended a retirement readiness summit in Washington, D.C., sponsored by Transamerica.

What You Need to Know About ...Video-conferencing

How retirement income calculators can prompt higher savings

Tired of giving the same old presentations? Use these nuggets of information to spruce them up.

Articles that appeared in the Trendspotting section of the magazine.

The number of micro defined contribution (DC) plans, participants in micro plans and total assets under advisement continued to grow steadily in 2011, according to the 2013 PLANADVISER...

The best places to direct money this year  

Few things are worse in a business meeting than a boring PowerPoint presentation (except maybe stale bagels). 

The 2012 presidential election’s significant impact on advisers

Just two hours’ exposure to a device with a self-luminous backlit display—a Kindle, iPad or other tablet computer—can cause a suppression in melatonin, which in turn could lead...

Tired of giving the same old presentations? Use these nuggets of information to spruce them up.

The 408(b)(2) fee disclosure rule is a tremendous opportunity for advisers