Magazine Articles

chalk talk

On Your Toes

How do advisers make the most of the change all around them?
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
trendspotting

Trendspotting

Articles that appeared in the Trendspotting section of the magazine
beyond (k)

(b) Prepared

Getting down to business with the new 403(b) regulations
fiduciary fitness

(Non)Testing Grounds

What exactly is a qualified automatic contribution arrangement?
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

Face Off

Law firm gets to proceed with fee lawsuit against Hancock
trendspotting

Moving Forward

Excessive-fee suit against Fidelity survives initial challenge