Magazine Articles

Vesting issues under the PPA can be a trap for the unwary

Front-line experiences, be they silly, stupid, or just plain bizarre, can help you appreciate the normalcy of a "regular" day.

New products, highlights, announcements

This issue we focus on performance: adviser performance, investment performance, and plan performance.

A checklist for the year ahead

A guide for DB and DC plans

Axline Professor of Business Economics, California Institute of Technology

The most successful retirement plan advisers

These finalists have all proved their worth to their plan sponsor clients and have made a noticeable difference to the plans they service

There were nearly 300 nominations for this year's award, culminating in the collection of 182 advisers, 110 of whom were eligible to compete for the award

These finalists have all proved their worth to their plan sponsor clients and have made a noticeable difference to the plans they service

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

How to deal with the DoL’s campaign against cross-selling

More than the subtleties of the law, the nuances of crafting a cogent legal brief, and the humiliations that often accompany the public exercise of the Socratic method,...

Picking the best solutions—even the best automatic solutions—still requires expertise

The right tools to help monitor investments

Advisers look beyond performance in making fund selection but not much further

Dealing with participant fear factors

Advertising prohibitions can snare the unwary

Advisers share their favorite providers