Magazine Articles
research
Polishing a Client’s Retirement Plan
What effect does a retirement plan adviser have on a plan?
micro scope
Small World
Data show micro plans are not simply miniature replicas of the larger-plan space
cover story
Straight from the Source
Insights from the PLANSPONSOR Retirement Plan Adviser and Adviser Team of the Year finalists.
talking points
Talking Points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
regulatory radar
Traps for the Unwary
Advisers need to get to work now to comply with new Form 5500 requirements
fiduciary fitness
(Non)Testing Grounds
What exactly is a qualified automatic contribution arrangement?
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.