Magazine Articles

A month-by-month checklist for 2011 compliance requirements.

Washington may be ushering in a new era in retirement plans, taking up a host of issues.

How the changing definition of fiduciary might change your practice.

Everyone's allowed a diversion once in a while.

new products, highlights, announcements

The proposed fiduciary definition changes sound somewhat revolutionary, which might be why everyone seems to think the industry has a little while before we have to deal with...

A look at 2011 and a distant glance beyond. 

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

A properly designed RFP can help you do more than just pick a provider.

Articles that appeared in the Trendspotting section of the magazine.

The DoL proposes a new fiduciary definition that will bring more retirement plan advisers under the umbrella.

How much target-date fund disclosure do we need?

For financial advisers who pride themselves on professionalism, it may seem awkward to proclaim, “I tweet!” However, do not dismiss Twitter as child’s play.

For the past several years, we have drawn from the pool of nominations for PLANSPONSOR’s Retirement Plan Adviser and Adviser Team of the Year a list of “most...

Micro plans start to catch up to their larger brethren

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

DoL proposes broadening the definition of fiduciary

In a very real sense, this has been a “rebuilding” year for many plan sponsors and participants: a time spent rebuilding account balances, resurrecting and/or reviving employer match...

Start proving that you earn your fee. Here is how.