The PLANSPONSOR 2012 Retirement Plan Adviser of the Year and Adviser Team of the Year shared some information about practice management in a final conference session.
A tool to help plan sponsors and advisers visualize the impact of a reenrollment into target-date funds on participant outcomes was launched by J.P. Morgan Asset Management.
“We consult with advisers on best practices,” Anders Smith, senior vice president, national sales manager, DCIO and strategic platforms at Nuveen Investments, told conference attendees.
It’s possible to broaden your practice successfully without running afoul of the rules, Roberta Ufford, principal at Groom Law Group, told conference attendees.