fiduciary fitness
fiduciary fitness
(Non)Testing Grounds
What exactly is a qualified automatic contribution arrangement?
cover story
cover story
2008 Retirement Plan Adviser of the Year
cover story
cover story
cover story
2008 Retirement Plan Adviser Team of the Year
FFoA, an NRP Member Firm (Pearl River, NY)
trendspotting
Annuities in 401(k) Increasingly Accepted
Annuities in defined contribution plans are gaining momentum as aging Baby Boomers seek to create guaranteed retirement income streams, according to "Guaranteed Annuities in Defined Contribution Plans," a...
investment-oriented
Balancing Act
The classic 60/40 balanced fund benchmark may not work anymore, but advisers can utilize other gauges
sales champ
Closing the Deal
The finals presentation is the end of one process and the beginning of another
trendspotting
Iowa Is First State To Use Improved Annuity Disclosures
The Iowa Division of Insurance will be the first U.S. state regulator to implement an initiative designed to improve consumer understanding of fixed and indexed annuities.
cover story
Selling Points
Insights from the Retirement Plan Adviser and Adviser Team of the Year finalists
chalk talk
Special Treatment
Where fiduciary governance, employee meetings, and asset allocation converge
talking points
Talking Points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
dean's list
The Not-So-Fine Print
If you watch commercial TV (that is to say, TV with commercials), you've no doubt been struck by the proliferation of ads for various prescription medicines.
viewpoint
Your Undivided Attention
Corporate retirement services and wealth management are not a winning proposition