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investment-oriented
QDIA Essentials
Choosing among target-date funds, balanced funds, and managed accounts
talking points
Talking Points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
2008 Recordkeeping Survey – What Provider To Work With
Retirement plan advisers play an integral role in many providers' delivery systems, but while some providers do both adviser-sold and direct-sold business, others do no business through intermediaries.
sales champ
The Big Picture
Measuring client satisfaction is vital to keeping the relationship with a plan sponsor intact
2008 DC Survey A Matter of Perspective
What advisers see when looking for a DC recordkeeper partner
regulatory radar
The View from the Courts
What's been happening on the judicial front: fee litigation and LaRue
2008 Survey of Advisers – Benchmarking Your Practice
Capturing the profile of the "typical" retirement plan adviser
intro
Three Days in September
I expected the 2008 PLANADVISER National Conference to be memorable but I never imagined some of the reasons why.
2008 B/D Survey – Guide to Broker/Dealers' Retirement Plan Services
In spring of 2008, PLANADVISER sent an e-mail to its database of broker/dealers to learn what some are doing to accommodate retirement plan advisers. This is a list...
cover story
Which Way Do I Go?
Wirehouse, independent, or other. Which business model is right for you?