PLANADVISER Magazine
PLANADVISER
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2014 PLANSPONSOR Retirement Plan Adviser of the Year
The 2014 PLANSPONSOR Retirement Plan Adviser of the Year winners—in the individual, team and multioffice team categories—stand out for their overriding concerns for plan sponsor clients and participants, as well as the leading-edge actions they take with respect to plan design and outcomes.
diversions
diversions
Baseball Fanatics Overdo It
Some even order tickets online during church
Data Points
Data Points
Driver’s License
Spotlighting industry data from PLANADVISER’s proprietary research
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feature
ERISA at 40
The transformational law makes waves in the retirement plan industry not anticipated...
learner's permit
Everything You Need to Know About … Calltrunk
Believe it or not, the question “Where are you?” is a modern one.
practice management
More Than Just an Acronym
The importance of adviser credentials in an evolving and competitive marketplace
talking points
Talking Points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
Compliance Consult
The New Rules for Money Market Funds
Some institutional funds now have a floating NAV
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The Sides of Fiduciaries
The pros and cons of a 3(21) fiduciary partnering with a 3(38) fiduciary
Editor’s Letter
The Value of ERISA
We’ve written much over the years about research showing each generation has its own idea of what “retirement” means.
servicing strategies
Tools of Engagement
The technology advisers increasingly use to involve participants