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dean's list

Opportunity “Knocks”

The past year has brought with it an extraordinary amount of change to our industry.
fiduciary fitness

Default Vault

Department of Labor QDIA regs released
intro

No Winding Down

The end of the year doesn’t mean anyone gets a breather
investment-oriented

The Best IPS

The nuts and bolts of investment policy statements
Select Department

Meeting of the Minds

Ten best practices for enrollment meetings in an auto-enrollment era
talking points

Talking Points

Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
cover story

The Path Ahead

Plan sponsors want more fee disclosure, and regulators will likely require it soon. That is both a threat and an opportunity for advisers. 
practice management

B/D Advice

As retirement plan advisers increase in number, independent broker/dealers are building their support services
research

Playing Favorites

When it comes time to help plan sponsor clients select and monitor investment lineups, advisers have clear favorites
sales champ

Picking a Winner

How the best advisers quarterback the conversion process 

Investors Don’t Flock to Stocks

Most mutual fund investors did not abandon stocks during the market decline of 2008 to 2009, but, unlike previous recoveries, have not shown considerable interest in adding to...