Magazine

2017 PLANADVISER March/April

Editor’s Letter

What it Takes

What we, as the judges for the PLANSPONSOR Retirement Plan Adviser of the Year award program, look for when selecting the winners.

intro

Brilliantly Done

We salute the 2017 PLANSPONSOR Retirement Plan Advisers of the Year, both the winners and the finalists, for their brilliant work.

Data Points

Use of Managed Accounts

We look at whether the use of managed accounts paired with the oversight of an adviser results of better outcomes.

practice management

Assessing Independence

Many advisers would rather venture on their own than affiliate with a B/D

investment-oriented

Window Guard

How to help limit the potential risks of brokerage windows

ERISA vista

Varying Fees

Can an adviser charge different fees for different investments in a retirement plan?