Magazine Articles

Financial advisers must straddle extremes

Why employers still shy away from retirement-income products, and what advisers can do about it

What advisers should know about the nonprofit 403(b) market segment

New products, highlights, announcements

The end of a year is always a good time for reflection, casting an eye back over the roads we have traveled, as we head into a new...

Understanding the EACA exception for nondiscrimination tests

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

Moving beyond mutual funds

Articles that appeared in the Trendspotting section of the magazine

I’m sure you’ve seen that commercial where a series of more-or-less everyday events and their price tags are presented.

While there are tens of thousands of advisers, and thousands of advisers who do some work with workplace retirement plans, far fewer have committed the time and acquired...

What effect does a retirement plan adviser have on a plan?

If life were a big card game, being an adviser would be more a game of poker than blackjack; it’s not enough to beat the dealer; you have...

Putting retirement income planning front and center

How do your fee practices rate?

Favorite investment managers and recordkeepers

Depending on what you read—or which investment account you look at—the U.S. economy seems to be working its way back to life.

new products, highlights, announcements

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

Every time I turn around lately, it seems there is another news alert in my inbox about 401(k) fees, whether it is some progress being made in Congress...