Practice Management

How Many Plans Make You a DC Specialist?

Cogent Reports’ latest analysis of the DC plan adviser industry shows most advisers touching this space still manage only a handful of plans—while those with more plans are growing much faster than the average firm. 

PANC 2018: Responding to RFPs

It has become more common for plans with upwards of $20 million in assets to go through a formal RFP process to find a new adviser, but it can be a cumbersome process to respond.

Retirement Planning for Business Owner Clients

Many small business owners have only planned for the future insofar as deciding that they will ultimately sell their firms and use the proceeds to finance their retirement; they need expert help from advisers, and so do their employees.