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cover story
The Game-Changers
Five developments that have affected plan advisers most in the past five years
viewpoint
Legend – Bill Chetney
Executive Vice President of the LPL Financial Retirement Partners division
viewpoint
Legend – Bob Doll
Chief Equity Strategist and Head of the U.S. Large Cap Series equity team at BlackRock
IMHO: Savings “Bonds”
In my experience, there are three major reasons that people save for retirement.
practice management
Investment Analytics – Making Sense of It All
Helping evaluate a plan’s investment lineup not as simple as it seems
practice management
Keeping in Shape
Practice management misperceptions that can derail your business
servicing strategies
Plan Benchmarking – Guiding Light
Plan benchmarking now means more than participation rate
IMHO: Out of Proportion
Without question the retirement plan industry has prospered from the long-standing practice of relying heavily – and in some situations, completely - on asset-based fees. ...
IMHO: “Smoke” Signals
Plan sponsors spend a lot of time wondering—and worrying—about the “right” way to do things.
sales champ
Cultivating Your Client Base
Six keys to expanding your foundation of retirement-plan clients
law & order
Protecting Your Assets
Twelve factors for RIAs to consider when purchasing E&O insurance
trendspotting
Trendspotting
Articles that appeared in the Trendspotting section of the magazine - this issue featured the Virtual PLANADVISER National Conference.