Magazine Articles

regulatory radar

A New Way To Pay

ERISA accounts offer a "new" way of offsetting plan costs
investment-oriented

An Elusive Target

With no industry consensus on how to benchmark target-date funds, what can advisers do?
trendspotting

DoL Weighs In

Fiduciaries may have disclosure mandate not specified in law
trendspotting

Fee Base

Sponsors lack confidence about plan fees
retirement income

Finding the Right Vehicle

The retirement income space offers advisers a wealth of choices in determining how to service the market
intro

Fresh Perspectives

Fees, retirement income, QDIAs, and 403(b)s offer advisers sales and service opportunities
trendspotting

Making Friends

Success depends on relationship-building skills
profile

Miller Time

Fielding Miller, CEO, CAPTRUST Financial Advisors
sales champ

More Than Middle Men

Partnering with providers to increase your value proposition to clients
fiduciary fitness

Raising the Bar

The DoL offers a new safe harbor for small-plan contribution deposits
trendspotting

Retirement Confidence Plummets in EBRI Survey

The percentage of workers very confident about having enough money for a comfortable retirement decreased sharply, from a mere 27% in 2007 to fewer than one in five...
talking points

Talking Points

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

Trendspotting

Articles that appeared in the Trendspotting section of the magazine