Search results for: yi fan shi ping
intro
One for the Record Books
July and August traditionally have been slow months for news, but the last month or two have been anything but.
servicing strategies
Getting the Right Output
Plan benchmarking is increasingly popular but bringing new challenges
investment-oriented
Widening the Target
Four things to consider when helping sponsors pick asset-allocation funds
cover story
Retirement Plan Adviser of the Year
Rick Wedge, Northgate Benefits, a member firm of NRP (Novato, Calilfornia)
sales champ
Retirement Plan Adviser Team of the Year
The Prince Group, Stifel Nicolaus—Douglas Prince, Brea Dantin, Joe Copeland, Sue Platt, Deana Harmon, Ben Donathen, Jillian Grimm (Indianapolis, Indiana)
investment-oriented
Hard to Fit
Despite interest by clients, ETFs are not a slam dunk in retirement plans
cover story
Beneath the Surface
If you are thinking about changing affiliations, ask yourself these five questions before you accept a tempting offer
regulatory radar
Putting out Fires with Gasoline
The DoL pulls controversial participant investment advice rules—what’s next?
cover story
Suiting Up
There’s now no denying it; retirement plan advisers are fiduciaries, or will be soon
practice management
Taking the Bull by the Horns
Following its Merrill Lynch acquisition, Bank of America aims to make a serious play in the retirement market
investment-oriented
Getting the Word Out
Why employers still shy away from retirement-income products, and what advisers can do about it
