Magazine Articles

On Your Toes

How do advisers make the most of the change all around them?

Small World

Data show micro plans are not simply miniature replicas of the larger-plan space

Straight from the Source

Insights from the PLANSPONSOR Retirement Plan Adviser and Adviser Team of the Year finalists.

Talking Points

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

Traps for the Unwary

Advisers need to get to work now to comply with new Form 5500 requirements


Articles that appeared in the Trendspotting section of the magazine

(b) Prepared

Getting down to business with the new 403(b) regulations

(Non)Testing Grounds

What exactly is a qualified automatic contribution arrangement?

Annuities in 401(k) Increasingly Accepted

Annuities in defined contribution plans are gaining momentum as aging Baby Boomers seek to create guaranteed retirement income streams, according to "Guaranteed Annuities in Defined Contribution Plans," a report from the Financial Research Corporation (FRC).

Balancing Act

The classic 60/40 balanced fund benchmark may not work anymore, but advisers can utilize other gauges

Closing the Deal

The finals presentation is the end of one process and the beginning of another

Face Off

Law firm gets to proceed with fee lawsuit against Hancock

Moving Forward

Excessive-fee suit against Fidelity survives initial challenge