March–April 2012
18 trendspotting
Cover Story
Feature
2012 PLANSPONSOR Retirement Plan Adviser of the Year Finalists 34
2012 Adviser Value Survey
The Royal Treatment 54
Sponsors using plan advisers receive more features, better oversight and improved outcomes.
Servicing Strategies
Bringing Clarity 58
Overcoming plan sponsor objections to plan design.
Investment Oriented
Evaluating Options 62
Five considerations when reviewing retirement income products.
Beyond (k)
Data Mining 66
403(b) plans learn the language of recordkeeping.
Fiduciary Fitness
Encouraging Annuitization 70
Government debuts lifetime income initiatives.
Chalk Talk
Unattainable Goal 72
Are we destined to forever fix the 401(k)?
