Search results for: yi fan shi ping
practice management
More Than Just an Acronym
The importance of adviser credentials in an evolving and competitive marketplace
feature
The Sides of Fiduciaries
The pros and cons of a 3(21) fiduciary partnering with a 3(38) fiduciary
PANC 2014: Benchmarking Your Services
There is no end of things to benchmark in a retirement plan, and measuring advisers’ own services are especially key from a number of standpoints, said panelists at...
Industry Leaders Share Thoughts About ERISA
Forty years ago on September 2, in response to failing companies resulting in workers losing pensions, sweeping legislation designed to protect workers from losing their earned retirement income...
feature
The ‘At Retirement’ Conversation
How retirement plan advisers can address participant questions
What to Do if a Client Shows Mental Dips
We’re all going to live longer, according to research, but how capable are we going to be? People’s No. 1 concern is losing cognitive ability, a report says.
practice management
Executing Firm Growth
The challenging decisions of planning to expand or transition ownership
investment-oriented
Investment-Oriented
Articles that appeared in the Investment-Oriented section of the magazine.
intro
The Value of an Adviser
Our cover story this month—“Making Strides”—should be thought-provoking reading for you, as it reveals the results of the 2014 Adviser Value Survey.
Plan Health: The Renewed Frontier
Plan sponsors are creating a retirement readiness crusade.
How Leading Advisers Break Through Sponsor Inertia
Engaging plan sponsors in a meaningful dialogue to enhance the success of their retirement programs has never been more challenging.
investment-oriented
401(k) Plans With Non-’40 Act Investments
The upside of mutual fund alternatives