contents March - April 2022 / Growing Your Practice Issue COVER STORY 18 A Digital Divide Like recordkeepers, advisers increasingly connect directly with participants via proprietary platforms. SUCCESSION PLANNING 24 Staying Power How some advisers are ensuring their team carries on strong when they leave. COMMUNICATION 30 The Prospects of Staying Virtual Advisers review the main pros and cons of digital meetings. NQDC PLANS 32 Another Retention Tool Nonqualified deferred compensation plans can help build clientele. PRACTICE MANAGEMENT 34 Is It Time to Let Go? Working with unprofitable clients can be a challenge. RFPs 36 The Evolving Use of RFPs The volume has increased, as has what advisers must do to make the finals. ERISA VISTA 39 Best Interest Reasons For a Rollover PTE-2020-2 allows for circumstances that outweigh an IRA's costs. COMPLIANCE CONSULT 40 Guaranteed Lifetime Income Plan fiduciaries have a safe path to offering the products and features. planadviser.com March-April 2022 | 1 in every issue 2 publisher's note 4 data points 8 compliance news 12 trendshttp://www.planadviser.com