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Successful financial advisers who work primarily with employer-sponsored retirement plans, also known as specialist advisers, guide plan sponsors through the sometimes-complicated landscape of managing their company retirement plan.

Want to see industry insiders instantly divide? Ask if a retirement plan adviser can assist participants in rolling assets out of the plan and into an IRA.

Many plan sponsors find some of their employees cannot take full advantage of 401(k) plans because of failed ADP tests.

The world of social media is constantly evolving, and to successfully market yourself to plan sponsors using social media, you must evolve with it.

Technology can replicate the value of a good assistant.

When I was a youngster many years ago, my mother taught me to look both ways before crossing the street. I was precocious and told my mother that...

Today, the retirement plan industry is placing greater emphasis on getting participants to and through retirement successfully.

How much do you really know about successful networking at events?

Prediction: Multiple employer plans (MEPs) will grow faster than nearly any other segment of the retirement industry over the next ten years.

Philosopher and poet George Santayana said, “Those who do not remember history are condemned to repeat it” – a statement especially helpful for retirement plan advisers who look...

Plan sponsors are creating a retirement readiness crusade.

3(38) advisers are not the answer to America's retirement savings crisis.

We live in a time where advertisement-length attention spans are the norm.

One of the biggest mysteries haunting the industry is the impact of the revised fiduciary rule on investment product marketing for IRA rollovers.

What a difference a year makes—strong investment performance and a modest rise in interest rates during 2013 caused a steep increase in the funded status of the typical...