contents november-december 2017 features 30 The Next Step Advisers face choices on participantlevel fiduciary recommendations. 34 2017 PLANADVISER National Conference Above and Beyond: How leaders are confronting fiduciary change and new market realities. research 46 2017 Practice Benchmarking Survey Peer Review: Our definitive annual report on how retirement plan advisers run their practices. departments 54 servicing strategies Aggressive Plan Design A strong retirement system benefits everyone in the U.S. economy. 57 micro scope Professional Groups Owners' concerns are saving enough for retirement and reducing their tax liabilities. 60 investment-oriented The Value of Fixed Income The strategy is a good hedge against equity underperformance. 62 ERISA vista IRA Rollovers Advisers need to charge a level fee. 63 fiduciary fitness Cybersecurity And Benefit Plans It is undetermined whether participants' private data is protected. 64 compliance consult SEC Investor and Cyber Initiatives The priorities of two new programs. in every issue 2 editor's letter 4 intro 6 compliance news 8 practice development 10 data points 12 investment focus 14 plan focus 18 trendspotting planadviser.com november-december 2017 | 1http://www.planadviser.com