Magazine Articles

By using CRM to its fullest potential, advisers can improve the customer experience 

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...

Six essential responsibilities of a plan administrative committee

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

Advisers pick their favorite providers in our 2012 Retirement Plan Adviser Survey 

Articles that appeared in the Trendspotting section of the magazine.

The money market instrument as we know it

Congress' new MAP-21 legislation

Advisers can help sponsors who are drawn to the funds’ low expense ratios get the full cost picture

As an adviser’s business grows, a key concern is whether to grow organically or through deals or partnerships

Here are some important guidelines an investment committee should consider on a regular basis.

Steering the investment committee

Successfully engaging automatically enrolled participants starts with the default rate—and, studies say, 3% will not cut it.

How to re-engage automatically enrolled participants in their 401(k) plan

Once something just found in a Ray Bradbury story, autonomous cars—no braking, accelerating or even steering required—could become a reality. 

Fee disclosure requires those all around the retirement plan industry to get involved

New products, highlights, announcements

About six months after my first daughter was born, I quite literally bumped into a mother with two preschoolers in tow in our parking garage.

Direct mail campaigns can help advisers, if done right. 

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