Tag: Plan Documents
intro
What’s in a Name?
"Fiduciary" is a word that is widely used but frequently misunderstood in the world of retirement plans.
practice management
Added Value
Leveraging your relationships with providers and wholesalers to increase your value proposition
regulatory radar
Hidden in Plain Sight?
What do the Department of Labor fee initiatives mean for advisers?
micro scope
Best of Both Worlds
Once the province of large plans, "hybrid" cash balance now makes sense for micro plans
research
Polishing a Client’s Retirement Plan
What effect does a retirement plan adviser have on a plan?
regulatory radar
Traps for the Unwary
Advisers need to get to work now to comply with new Form 5500 requirements
trendspotting
5.9% Projected Growth in DC Assets
Private-sector defined contribution (DC) will grow at an annual rate of 5.9% from 2008 to 2013, though that is a lower rate compared with previous projections based on...
servicing strategies
Beyond Data Mining
Recordkeeping services can feel commoditized, but the right choice demands careful consideration