fiduciary fitness
Protecting Yourself
How to deal with the DoL’s campaign against cross-selling (continued)
Magazine Articles
beyond (k)
Religious Differences
What advisers need to know about 403(b) plans sponsored by religious organizations
cover story
Retirement Plan Adviser of the Year
Rick Wedge, Northgate Benefits, a member firm of NRP (Novato, Calilfornia)
sales champ
Retirement Plan Adviser Team of the Year
The Prince Group, Stifel Nicolaus—Douglas Prince, Brea Dantin, Joe Copeland, Sue Platt, Deana Harmon, Ben Donathen, Jillian Grimm (Indianapolis, Indiana)
intro
Winner’s Circle
Congratulations to Chad Larsen and Stephen Wilt and the STAR Group, our retirement plan adviser and adviser team of the year!
servicing strategies
The Big Picture
Getting participants to swallow a more holistic approach to planning requires employers, employees, and advisers to get it together—and get in touch with reality
investment-oriented
Hard to Fit
Despite interest by clients, ETFs are not a slam dunk in retirement plans
fiduciary fitness
Deferred Gratification
Final section 409A regulations are complicated, but offer opportunities for advisers
from the front lines
From the Front Lines
Front-line experiences, be they silly, stupid, or just plain bizarre, can help you appreciate the normalcy of a 'regular' day.
practice management
Out of Sight?
What can a relationship with the custodian of a plan's assets offer retirement plan advisers?
talking points
Talking Points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
cover story
Beneath the Surface
If you are thinking about changing affiliations, ask yourself these five questions before you accept a tempting offer
talking points
Talking Points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.