PLANADVISER Magazine

PLANADVISER
March/April 2014

view archive

COVER

2014 PLANADVISER Lifetime Achievement Awards

Jim McCarthy of Morgan Stanley and Charles Nelson of Great-West Financial

Editor’s Letter

Adviser Accountability

Plan sponsors face a number of challenges in plan administration.

ERISA vista

Asset-Allocation Models

Questions advisers are asking

learner's permit

Everything You Need To Know About Google Now

First there was Siri, and only Apple product users had access to...

practice management

Executing Firm Growth

The challenging decisions of planning to expand or transition ownership

hot off the presses

hot off the presses

New products, highlights, announcements

investment-oriented

Investment-Oriented

Articles that appeared in the Investment-Oriented section of the magazine.

cover story

Making Strides

Where retirement plan advisers add value

Compliance Consult

Never Been Examined?

An SEC priority for 2014

chalk talk

New 408(b)(2) Amendment

Fee disclosure standards are here!

servicing strategies

Right Size

Serving the different needs of mega, midmarket and micro plans

talking points

Talking Points

Tired of giving the same old presentations? Use these nuggets of information to spruce them up.

fiduciary fitness

The Tax Reform Act of 2014

How it would curtail plan tax incentives

intro

The Value of an Adviser

Our cover story this month—“Making Strides”—should be thought-provoking reading for you, as it reveals the results of the 2014 Adviser Value Survey.

trendspotting

Trendspotting

Articles that appeared in the Trendspotting section of the magazine.

diversions

Turns Out, Looks Do Matter

Appearance definitely spells success

Data Points

Value Proposition

Spotlighting industry data from PLANADVISER's proprietary research