contents september-october 2017 cover story 30 Onboarding New Clients How to make the transition seamless. research 36 2017 Retirement Plan Adviser Survey When choosing recordkeepers and investment managers, advisers focus on their preferred firms. 48 A Focus on the TDF Market 2017 Target-Date Fund Buyer's Guide: Our guide to the size, scope and design of TDF options. departments 58 servicing strategies Reharvesting The case for re-enrollment to improve participant outcomes. 62 investment-oriented Annuities in DC Plans Advisers can overcome plan sponsor-and participant- reservations. 66 practice management Keeping Them Happy Tips for how to retain sponsors' business. 68 beyond(k) Laden With Student Debt New programs can lessen workers' load-and boost their financial wellness. 70 ERISA vista When Advisers Tout Their Own Services How the fiduciary rule affects self-promotion. 71 fiduciary fitness The Courts Differ on Vicarious Liability Still, fiduciaries should monitor internal workers on the plan. 72 compliance consult Pooling Investors' Assets A way to save money, but maybe at a cost. in every issue 2 editor's letter 4 intro 6 what's online? 8 data points 10 practice development 12 investment focus 14 plan focus 18 compliance news 20 trendspotting planadviser.com september-october 2017 | 1http://www.planadviser.com