| Creating Individual DBs With State Support |
| Georgetown professor discusses his ideas for creating state-supported “individual DBs” to bring workplace retirement benefits to more private-sector workers. The plan involves a proposed new type of forward starting bond that mimics some of the features of annuities, without the associated complexity.
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| Building Better Value Propositions |
| Advisers should begin to present their value by taking the plan sponsor through the basics, starting with how they have monitored investments, made or suggested improvements to the lineup, and how their fund selections or recommendations have led to better performance, suggests Shelby George, senior vice president, adviser service at Manning & Napier.
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| Recordkeeper Services Guide |
| Working as a retirement plan adviser, if nothing else, means working in the business of relationships. First and foremost among these are client relationships, of course, but an adviser must also keep strong ties in the provider community.
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| Retirement Industry People Moves |
| This week brings new hires, promotions and acquisitions at T. Rowe Price, Wilshire Consulting, Envisage and more.
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