Magazine Articles
intro
Team Building
Whether in your affiliation, preferred provider relationships, or participant education, with whom you choose to do business matters
beyond (k)
403(b) aware
New 403(b) rules may offer opportunities for advisers to have a "client touch"
fiduciary fitness
457 Exemptions
IRS issues guidelines for deferred compensation arrangements maintained by tax-exempt entities or state or local governments
practice management
Reaching for the Top
Investment-only DC shops offer advisers more than just an investment menu
servicing strategies
Annuity in 401(k) Clothing
Next best thing to a pension, or just another tired solution in a box?
law & order
Choose Your Designated Hitter
Final QDIA regulations likely to bring changes for many plans
Select Department
Meeting of the Minds
Ten best practices for enrollment meetings in an auto-enrollment era
talking points
Talking Points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
cover story
The Path Ahead
Plan sponsors want more fee disclosure, and regulators will likely require it soon. That is both a threat and an opportunity for advisers.
practice management
B/D Advice
As retirement plan advisers increase in number, independent broker/dealers are building their support services
research
Playing Favorites
When it comes time to help plan sponsor clients select and monitor investment lineups, advisers have clear favorites