PLANADVISER - September/October 2018 - 1

contents
September-October 2018
cover story
26 Multifaceted Considerations
The complexities in building
adviser teams.
research
32 2018 PLANADVISER Retirement
Plan Adviser Survey
A Commanding View: Our annual
survey reveals advisers' top choices
in service providers.
feature
44 Narrowing the Scope
How to parse big data from the
recordkeeper to measure plan
and participant achievements.
departments
48 marketing mechanics
Valuable Partnerships
How one adviser works with
wealth managers in his firm
to find prospects.
50 beyond(k)
Pension Risk Transfer
Advisers can reduce clients' risk
and increase their own value.
52 investment-oriented
How to Explain CITs
to Sponsors
In this day of hyper-litigation, these
l ow-cost funds deserve a closer look.
54 compliance consult
Open MEP Opportunities
A look at the compliance
challenges, as well.
55 fiduciary fitness
Appropriate Benchmarking
The most common method
to ensure reasonable fees.
56 ERISA vista
Investigations Intensify
The DOL homes in on
fee arrangements.
in every issue
2 editor's letter
4 intro
6 data points
8 practice development
10 investment focus
12 compliance news
16 trendspotting
planadviser.com September-October 2018 | 1
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PLANADVISER - September/October 2018

Table of Contents for the Digital Edition of PLANADVISER - September/October 2018

Valuable Partnerships
Pension Risk Transfer
How to Explain CITs to Sponsors
Open MEP Opportunities
Appropriate Benchmarking
Investigations Intensify
PLANADVISER - September/October 2018 - Cover1
PLANADVISER - September/October 2018 - Cover2
PLANADVISER - September/October 2018 - 1
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PLANADVISER - September/October 2018 - 46
PLANADVISER - September/October 2018 - 47
PLANADVISER - September/October 2018 - Valuable Partnerships
PLANADVISER - September/October 2018 - 49
PLANADVISER - September/October 2018 - Pension Risk Transfer
PLANADVISER - September/October 2018 - 51
PLANADVISER - September/October 2018 - How to Explain CITs to Sponsors
PLANADVISER - September/October 2018 - 53
PLANADVISER - September/October 2018 - Open MEP Opportunities
PLANADVISER - September/October 2018 - Appropriate Benchmarking
PLANADVISER - September/October 2018 - Investigations Intensify
PLANADVISER - September/October 2018 - Cover3
PLANADVISER - September/October 2018 - Cover4
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