The New Tax Law

Sponsored by ADP

The New Tax Law

 Managing Director, Head of U.S. Retirement at Allianz Global Investors 

Finding Opportunity

Sponsored by One America

Finding Opportunity

 Managing Director, Head of U.S. Retirement at Allianz Global Investors 


Home Office Insights

LPL Financial’s CEO discusses the value offered by broker/dealers


Raising the Bar In Target-Date ­Evaluation

“If you challenge conventional wisdom, you will find ways to do things much better than they are currently done.” —Moneyball, by Michael Lewis


Plan Design First

How advisers can help plan sponsors and participants by prioritizing plan design initiatives

Art and Science

Evaluating target-date funds

Leveling the Playing Field

“When’s the last time you met someone who said they wanted to be treated unfairly?”

Customized Support

Providing flexibility for plan advisers to improve outcomes

Making Sense of TDFs

Essentials of target-date fund design and analysis

Unique Focus

Specializing in the small-plan segment

Get the Most Out of Plan Automation

Most retirement professionals agree that automatic plan features, such as automatic enrollment, contribution escalation, and reenrollment, increase plan participation and participant deferral rates. You’ve read the studies and have probably seen the improvement first-hand with the plans you advise. 

Team Effort

Partnering to service clients better

Facing It Together

Building today’s retirement plans requires flexibility

Looking Ahead

What plan advisers can expect in 2014

Chris Augelli

Vice President of Product Marketing and Business Development for ADP