Magazine Articles

Best practices evolving from 401(k) fee litigation

The changing nature of providing advice to plan participants

Six Factors to consider when looking for insurance

Why Advisers should pursue strategic relationships with CPAs and ERISA attorneys

Helping plan sponsors make sense of their plan documents

Considerations for advisers evaluating in-plan guaranteed income products

Advisers should consider these back-office support factors when evaluating broker/dealers

Plan sponsors are getting more involved in helping participants with the rollover decision

The right software can making running your practice simple

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? 

Four things to consider when helping sponsors pick asset-allocation funds

The K-12 market segment responds to Internal Revenue Service regulations

Newsletters are a relatively simple, flexible, and effective way to communicate with clients.

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

Every year since 2004, I, along with an expert panel of judges, have undertaken a quest to quantify what makes a great adviser in the process of awarding...

How to deal with the DoL’s campaign against cross-selling (continued)

What advisers need to know about 403(b) plans sponsored by religious organizations

Rick Wedge, Northgate Benefits, a member firm of NRP (Novato, Calilfornia)

The Prince Group, Stifel Nicolaus—Douglas Prince, Brea Dantin, Joe Copeland, Sue Platt, Deana Harmon, Ben Donathen, Jillian Grimm (Indianapolis, Indiana)

Articles that appeared in the Trendspotting section of the magazine