Tag: Defined contribution

sales champ

Retirement Plan Adviser Team of the Year

The Prince Group, Stifel Nicolaus—Douglas Prince, Brea Dantin, Joe Copeland, Sue Platt, Deana Harmon, Ben Donathen, Jillian Grimm (Indianapolis, Indiana)
trendspotting

Trendspotting

Articles that appeared in the Trendspotting section of the magazine
investment-oriented

Hard to Fit

Despite interest by clients, ETFs are not a slam dunk in retirement plans 
chalk talk

Cease and Desist

Plan advisers must stop selling 401(k) plans—immediately