Magazine Articles

fiduciary fitness

Map Quest

Mapping funds remains one of the central issues in maintaining 404(c) compliance
from the front lines

From the Front Lines

Front-line experiences to help you experience the normalcy of a "normal" day
getting your money's worth

Pay Check

Sometimes, tracking your income can be the hardest part of serving the retirement plan market
investment-oriented

22c-2 is Here

22c-2 reverberates with retirement plan advisers  
sales champ

Buddy System

Retirement plan relationships are evolving from a casual give and take toward something more formal
sales champ

Attila Toth

Portfolio Evaluations (Warren, New Jersey)
sales champ

L. Rita Fiumara

UBS Financial Services, Inc. (Chicago, Illinois)
sales champ

Lockton Dallas

David W. Altimont, Lucas M. Barton, Courtney Stroope, Erika Chavez, Kim Pacheco (Dallas, Texas)
sales champ

Precept RPS

Linda Bright, Doug Igel (Irvine, California)
sales champ

Rick Wedge

Northgate Benefits, an NRP member firm (Novato, California)
sales champ

The Prince Group

Douglas Prince, Brea Dantin, Deana Harmon, Jillian Grimm, Joe Copeland, Ben Donathen, Sue Platt (Indianapolis, Indiana)
sales champ

Timothy Black

Mosse & Mosse Associates (Marlborough, Massachusetts)
trendspotting

Trendspotting

Articles that appeared in the Trendspotting section of the magazine