Select Department
Hidden Agenda?
Small-plan 401(k) lawsuit targets three providers over allegations of excessive fees and inadequate disclosure
Magazine Articles
fiduciary fitness
Proceed with Caution
A sometimes overlooked provision applies when terminating 401(k) plans
dean's list
“Right” Minded
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.
sales champ
Selling Recovery
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
talking points
Talking Points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
chalk talk
The Value of Difference
No one business model is “the best”; everyone thrives by virtue of being different
intro
Success Full
As the future of our economy remains volatile, the very nature of retirement savings plans is being questioned.
talking points
Talking Points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
research
What Provider To Work With?
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.
practice management
Added Value
Leveraging your relationships with providers and wholesalers to increase your value proposition