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Three Things Bond Fund Managers Say That Set Off Our Alarms

"In our experience, the way bond managers speak provides insight into their true thinking, underlying skills and biases," write Brett Wander and Jake Gilliam, two investing team leaders at Charles Schwab. "When we look for bond managers as sub-advisers, there are things we like to hear, but there are also things managers say that immediately trigger our alarms."


One of my fondest memories as a kid, and I remember it like it was yesterday, is lying next to my brother in the back of my dad’s Rambler station wagon.

The Health Effect

Promoting employees’ health and wealth helps the bottom line.

Industry Leaders Share Thoughts About ERISA

Forty years ago on September 2, in response to failing companies resulting in workers losing pensions, sweeping legislation designed to protect workers from losing their earned retirement income was signed into law.

Target-Date Funds Decoded

Target-date funds (TDFs) have been the fastest growing area of the mutual fund industry over the last decade.

Five Reasons to Consider Teaming with Local TPAs

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.

Creating a Safe Harbor for Rollovers

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.

7 Steps for Social Media Engagement

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

The Need for Long-Term Care Insurance

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 on a one-way street, I only had to look one way.

The MEP Revolution

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

Boost Readiness with Plan Design

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 to better a client’s qualified retirement plan and participants’ retirement readiness.

Understanding 3(16) Administrative Services

Ten years ago most advisers had never heard of a 3(38) investment manager, but today “3(38)” and “3(21)” roll off the tongue—we do love our numerical buzzwords in the retirement industry.

Award Season

PLANSPONSOR/PLANADVISER Awards for Excellence celebrates leaders across the retirement plan industry

Tune Up Your DC Plan in 2014

We all know that our cars need regular maintenance to keep running smoothly and avoid breakdowns.