| Advisory Practice Outlook Is ‘Tough But Exciting’ |
| Not since the run up to passage of the Pension Protection Act or, thinking further back, the creation of the Employee Retirement Income Security Act have retirement plan advisers faced so much regulatory disruption.
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| Health Care Expense Tools Struggle to Capture a Complex Reality |
| Retirement savings levels needed for those with cancer, cardiovascular disease, Type 2 diabetes and other health issues vary considerably from the general population—and from patient to patient.
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| How Advisers Stack Up in Key Practice Management Areas |
| An index examines the practice management areas advisers consider most important and their self-perceived performance gaps in each.
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| Court Finds Custodial Agreement Must Be Provided to Participant |
| A federal judge found the agreement does dictate important aspects about the participant’s benefits under the 401(k) plan.
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