PLANADVISER - March/April 2020 - 20

winners' circle
Invested in Technology
Past Retirement Plan Advisers of the Year discuss their 'tech support'
T
echnology resources for retirement plans and retirement
plan advisers have increased dramatically over the last
decade and a half. Whether all of the new entrants to
the technology space have been improvements could be
debated, depending on whom you ask.
Retirement plan advisers and advisory firms that embrace
technological advances do, however, have the upper hand.
Advisers can use the latest tools and platforms to better serve
their clients and plan participants, to strengthen client retention
and to boost their own earning power. Technology allows
for more collaboration with clients and creates a clearer path
for financial goals-based planning.
These are the opinions of three previous winners of
the PLANSPONSOR Retirement Plan Adviser of the Year
Award: David Griffin of Atlanta Retirement Partners/LPL
in Atlanta; Steve Wilt of CAPTRUST in Akron, Ohio; and
John Mott of Graystone Consulting, a business of Morgan
Stanley, in Houston.
20 | planadviser.com March-April 2020
Art by Wren McDonald
http://www.planadviser.com

PLANADVISER - March/April 2020

Table of Contents for the Digital Edition of PLANADVISER - March/April 2020

Pooled Strength
Invested in Technology
Keeping Up With The Workplace
The Risks of DC Investing
Let Me Introduce Myself
Small-Plan Governance
Hazard Prevention
New Obligation to the SEC
On Small Plans and Large
PLANADVISER - March/April 2020 - Cover1
PLANADVISER - March/April 2020 - Cover2
PLANADVISER - March/April 2020 - 1
PLANADVISER - March/April 2020 - 2
PLANADVISER - March/April 2020 - 3
PLANADVISER - March/April 2020 - 4
PLANADVISER - March/April 2020 - 5
PLANADVISER - March/April 2020 - 6
PLANADVISER - March/April 2020 - 7
PLANADVISER - March/April 2020 - 8
PLANADVISER - March/April 2020 - 9
PLANADVISER - March/April 2020 - 10
PLANADVISER - March/April 2020 - 11
PLANADVISER - March/April 2020 - 12
PLANADVISER - March/April 2020 - 13
PLANADVISER - March/April 2020 - Pooled Strength
PLANADVISER - March/April 2020 - 15
PLANADVISER - March/April 2020 - 16
PLANADVISER - March/April 2020 - 17
PLANADVISER - March/April 2020 - 18
PLANADVISER - March/April 2020 - 19
PLANADVISER - March/April 2020 - Invested in Technology
PLANADVISER - March/April 2020 - 21
PLANADVISER - March/April 2020 - 22
PLANADVISER - March/April 2020 - 23
PLANADVISER - March/April 2020 - Keeping Up With The Workplace
PLANADVISER - March/April 2020 - 25
PLANADVISER - March/April 2020 - 26
PLANADVISER - March/April 2020 - 27
PLANADVISER - March/April 2020 - The Risks of DC Investing
PLANADVISER - March/April 2020 - 29
PLANADVISER - March/April 2020 - Let Me Introduce Myself
PLANADVISER - March/April 2020 - 31
PLANADVISER - March/April 2020 - 32
PLANADVISER - March/April 2020 - 33
PLANADVISER - March/April 2020 - Small-Plan Governance
PLANADVISER - March/April 2020 - 35
PLANADVISER - March/April 2020 - Hazard Prevention
PLANADVISER - March/April 2020 - 37
PLANADVISER - March/April 2020 - New Obligation to the SEC
PLANADVISER - March/April 2020 - On Small Plans and Large
PLANADVISER - March/April 2020 - 40
PLANADVISER - March/April 2020 - Cover3
PLANADVISER - March/April 2020 - Cover4
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