Magazine Articles

Practical wisdom for practice leaders making a change

Small-plan 401(k) lawsuit targets three providers over allegations of excessive fees and inadequate disclosure

America’s most expensive airports

New products, highlights, announcements

A sometimes overlooked provision applies when terminating 401(k) plans

One of the most common—and consistent—inquiries I receive (via e-mail, anyway) is from readers looking for help in choosing a plan provider.

With participants’ initial panic over, advisers can help them bring their accounts back to life and get back on track in the downturn’s wake

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

No one business model is “the best”; everyone thrives by virtue of being different

Articles that appeared in the Trendspotting section of the magazine

Figuring out how much to charge and knowing whether it’s reasonable

As the future of our economy remains volatile, the very nature of retirement savings plans is being questioned.

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

A year in review of PLANADVISER research for 2008

Articles that appeared in the Trendspotting section of the magazine

IRS hikes DC, catch-up limits

Retirement plan advisers play an integral role in many providers' delivery systems, but while some providers do both adviser-sold and direct-sold business, others do no business through intermediaries.

Leveraging your relationships with providers and wholesalers to increase your value proposition

Capturing the profile of the "typical" retirement plan adviser

Making your practice about more than 401(k)s