Magazine Articles
learner's permit
What You Need to Know About … PowerPoint Presentations
Few things are worse in a business meeting than a boring PowerPoint presentation (except maybe stale bagels).
diversions
Tablet Insomnia
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...
talking points
Talking Points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
noteworthy
The Moment of Truth
The 408(b)(2) fee disclosure rule is a tremendous opportunity for advisers
retirement income
Steady Stream: 2012 Retirement Income Buyer’s Guide
Retirement income products attempt to give investors a retirement salary
learner's permit
What You Need to Know About … Mobile Strategies
The mobile age is here to stay, and people are using smartphones and tablets more than ever to search the Web, download applications, read emails and research financial...
research
PLANADVISER’s 2013 Top 100 Retirement Plan Advisers
The PLANADVISER Top 100 Advisers is a listing of the advisers and adviser teams competing for the annual PLANSPONSOR Retirement Plan Adviser and Adviser Team of the Year...
practice management
Consistent Brand
By using CRM to its fullest potential, advisers can improve the customer experience
servicing strategies
Bylaws of a 401(k) Administrative Committee
A plan sponsor’s administrative committee needs to abide by written bylaws, according to a white paper from RidgeWorth Investments of Atlanta, titled “The Best Practices of Retirement Plan...
servicing strategies
Running the Show
Six essential responsibilities of a plan administrative committee