ALSO INSIDE
sales champ
Networking.com
Five things advisers should consider when building an online presence
sales champ
Protecting the Business
Six Factors to consider when looking for insurance
sales champ
Tools of the Trade
The right software can making running your practice simple
practice management
Filling in the Gaps
Look for these sponsor and participant services from recordkeepers
practice management
Relationship Selling
Why Advisers should pursue strategic relationships with CPAs and ERISA attorneys
practice management
The Efficient Frontier
Advisers should consider these back-office support factors when evaluating broker/dealers
servicing strategies
A Needle in a Haystack
Making it easier to find missing participants and terminate plans
servicing strategies
Getting the Right Output
Plan benchmarking is increasingly popular but bringing new challenges
servicing strategies
Processing Power
The changing nature of providing advice to plan participants
servicing strategies
Setting in Stone
Helping plan sponsors make sense of their plan documents
servicing strategies
Time to Move On
Plan sponsors are getting more involved in helping participants with the rollover decision
investment-oriented
Branching Out
Collective trusts gaining sponsor acceptance, but ETFs have limited appeal
investment-oriented
Sizing Up
Considerations for advisers evaluating in-plan guaranteed income products
investment-oriented
Widening the Target
Four things to consider when helping sponsors pick asset-allocation funds
chalk talk
Needing Flexibility
Financial adviser community faces a new hurdle
fiduciary fitness
Practice Makes Perfect
Best practices evolving from 401(k) fee litigation
dean's list
Live Long and Prosper
I’ve been a huge “Star Trek” fan for most of my life.n a huge “Star Trek” fan for most of my life.
learner's permit
What You Need To Know About… LinkedIn
Much has been written about how financial advisers can use LinkedIn to help them grow their practices—but what’s in it specifically for the 401(k) adviser?
hot off the presses
Hot Off the Presses
New products, highlights, and announcements.
talking points
Talking Points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
intro
Building Codes
For many retirement plan advisers, summer is the best time to catch up on the things that you may not have had the chance to get to earlier in the year, when your schedule was consumed with conversions and client reviews.