PLANADVISER - March/April 2019 - 1

contents
March-April 2019
cover story
22 2019 PLANSPONSOR
Retirement Plan
Advisers of the Year
Introducing the 2019 individual,
small-, large- and mega-team
winners and finalists.
departments
42 servicing strategies
Coaching the Committee
What advisers should ensure that
members understand.
46 beyond(k)
When Savers
Exceed the Limit
Strategies to help highly paid
employees raise their income
replacement ratio.
50 investment-oriented
The Role of Alternatives
These asset classes can soothe
the effects of market volatility.
52 practice management
Buyer Beware!
There's no such thing as standard
adviser E&O insurance.
54 ERISA vista
Are Personal Advisers
ERISA Fiduciaries?
Maybe yes, if advising about
a 401(k).
55 compliance consult
Unrelated Taxable
Income and Pensions
'Tax Cuts' act raises the tax on
funds generating UBTI.
56 fiduciary fitness
An IPS Is Not Required
But there's no good reason for
a plan not to have one.
in every issue
2 editor's letter
4 intro
6 plan focus
8 data points
10 compliance news
12 trendspotting
planadviser.com March-April 2019 | 1
http://www.planadviserdigital.com/planadviser/march_april_2019/TrackLink.action?pageName=1&exitLink=http%3A%2F%2Fplanadviser.com

PLANADVISER - March/April 2019

Table of Contents for the Digital Edition of PLANADVISER - March/April 2019

2019 PLANSPONSOR Retirement Plan Advisers of the Year
Coaching the Committee
When Savers Exceed the Limit
The Role of Alternatives
Buyer Beware!
Are Personal Advisers ERISA Fiduciaries
Unrelated Taxable Income and Pensions
An IPS Is Not Required
PLANADVISER - March/April 2019 - C1
PLANADVISER - March/April 2019 - FC1
PLANADVISER - March/April 2019 - FC2
PLANADVISER - March/April 2019 - C2
PLANADVISER - March/April 2019 - 1
PLANADVISER - March/April 2019 - 2
PLANADVISER - March/April 2019 - 3
PLANADVISER - March/April 2019 - 4
PLANADVISER - March/April 2019 - 5
PLANADVISER - March/April 2019 - 6
PLANADVISER - March/April 2019 - 7
PLANADVISER - March/April 2019 - 8
PLANADVISER - March/April 2019 - 9
PLANADVISER - March/April 2019 - 10
PLANADVISER - March/April 2019 - 11
PLANADVISER - March/April 2019 - 12
PLANADVISER - March/April 2019 - 13
PLANADVISER - March/April 2019 - 14
PLANADVISER - March/April 2019 - 15
PLANADVISER - March/April 2019 - 16
PLANADVISER - March/April 2019 - 17
PLANADVISER - March/April 2019 - 18
PLANADVISER - March/April 2019 - 19
PLANADVISER - March/April 2019 - 20
PLANADVISER - March/April 2019 - 21
PLANADVISER - March/April 2019 - 2019 PLANSPONSOR Retirement Plan Advisers of the Year
PLANADVISER - March/April 2019 - 23
PLANADVISER - March/April 2019 - 24
PLANADVISER - March/April 2019 - 25
PLANADVISER - March/April 2019 - 26
PLANADVISER - March/April 2019 - 27
PLANADVISER - March/April 2019 - 28
PLANADVISER - March/April 2019 - 29
PLANADVISER - March/April 2019 - 30
PLANADVISER - March/April 2019 - 31
PLANADVISER - March/April 2019 - 32
PLANADVISER - March/April 2019 - 33
PLANADVISER - March/April 2019 - 34
PLANADVISER - March/April 2019 - 35
PLANADVISER - March/April 2019 - 36
PLANADVISER - March/April 2019 - 37
PLANADVISER - March/April 2019 - 38
PLANADVISER - March/April 2019 - 39
PLANADVISER - March/April 2019 - 40
PLANADVISER - March/April 2019 - 41
PLANADVISER - March/April 2019 - Coaching the Committee
PLANADVISER - March/April 2019 - 43
PLANADVISER - March/April 2019 - 44
PLANADVISER - March/April 2019 - 45
PLANADVISER - March/April 2019 - When Savers Exceed the Limit
PLANADVISER - March/April 2019 - 47
PLANADVISER - March/April 2019 - 48
PLANADVISER - March/April 2019 - 49
PLANADVISER - March/April 2019 - The Role of Alternatives
PLANADVISER - March/April 2019 - 51
PLANADVISER - March/April 2019 - Buyer Beware!
PLANADVISER - March/April 2019 - 53
PLANADVISER - March/April 2019 - Are Personal Advisers ERISA Fiduciaries
PLANADVISER - March/April 2019 - Unrelated Taxable Income and Pensions
PLANADVISER - March/April 2019 - An IPS Is Not Required
PLANADVISER - March/April 2019 - C3
PLANADVISER - March/April 2019 - C4
https://www.planadviserdigital.com/planadviser/winter_2023
https://www.planadviserdigital.com/planadviser/fall_2023
https://www.planadviserdigital.com/planadviser/summer_2023
https://www.planadviserdigital.com/planadviser/industryleader_2023
https://www.planadviserdigital.com/planadviser/spring_2023
https://www.planadviserdigital.com/planadviser/november_december_2022
https://www.planadviserdigital.com/planadviser/september_october_2022
https://www.planadviserdigital.com/planadviser/july_august_2022
https://www.planadviserdigital.com/planadviser/may_june_2022
https://www.planadviserdigital.com/planadviser/industry_leader_awards_2022
https://www.planadviserdigital.com/planadviser/march_april_2022
https://www.planadviserdigital.com/planadviser/january_february_2022
https://www.planadviserdigital.com/planadviser/november_december_2021
https://www.planadviserdigital.com/planadviser/september_october_2021
https://www.planadviserdigital.com/planadviser/july_august_2021
https://www.planadviserdigital.com/planadviser/may_june_2021
https://www.planadviserdigital.com/planadviser/march_april_2021
https://www.planadviserdigital.com/planadviser/january_february_2021
https://www.planadviserdigital.com/planadviser/november_december_2020
https://www.planadviserdigital.com/planadviser/september_october_2020
https://www.planadviserdigital.com/planadviser/july_august_2020
https://www.planadviserdigital.com/planadviser/may_june_2020
https://www.planadviserdigital.com/planadviser/march_april_2020
https://www.planadviserdigital.com/planadviser/january_february_2020
https://www.planadviserdigital.com/planadviser/november_december_2019
https://www.planadviserdigital.com/planadviser/september_october_2019
https://www.planadviserdigital.com/planadviser/july_august_2019
https://www.planadviserdigital.com/planadviser/may_june_2019
https://www.planadviserdigital.com/planadviser/march_april_2019
https://www.planadviserdigital.com/planadviser/january_february_2019
https://www.planadviserdigital.com/planadviser/november_december_2018
https://www.planadviserdigital.com/planadviser/september_october_2018
https://www.planadviserdigital.com/planadviser/july_august_2018
https://www.planadviserdigital.com/planadviser/may_june_2018
https://www.planadviserdigital.com/planadviser/march_april_2018
https://www.planadviserdigital.com/planadviser/january_february_2018
https://www.planadviserdigital.com/planadviser/november_december_2017
https://www.planadviserdigital.com/planadviser/september_october_2017
https://www.planadviserdigital.com/planadviser/july_august_2017
https://www.nxtbookmedia.com