contents July-August 2018 cover story 24 The Roll of the Adviser Money in motion through rollovers and other means. research 30 2018 PLANADVISER Recordkeeper Services Guide Keeping Up With the Intermediaries: Recordkeepers stay in step with demands of advisers and other plan distribution channels. departments 44 client communications Speaking Their Language How to tailor the message for different demographics. 48 servicing strategies Stretching the Match An adjustment to the formula can enlarge participants' savings. 50 beyond(k) Giving Them a Break Student loan debt relief programs may grow in prominence. 52 investment-oriented Managed Accounts' Value The option uses investors' information, to better meet their needs. 54 compliance consult Principal Transactions Advisers are still fiduciaries under the 5-part test. 55 fiduciary fitness Statute of Limitations Is there a continuing duty to monitor prohibited transactions? 56 ERISA vista Prohibited Transaction Relief How the DOL's policy affects ERISA plans. in every issue 4 editor's letter 6 intro 8 data points 10 practice development 12 plan focus 14 compliance news 18 trendspotting 2 | planadviser.com july-august 2018http://www.planadviserdigital.com/planadviser/july_august_2018/TrackLink.action?pageName=2&exitLink=http%3A%2F%2Fplanadviser.com