PLANADVISER - September/October 2021 - 2

contents
September -October 2021 / Managing Relationships Issue
COVER STORY
18 Masterminds of the Plan
How advisers can use RFIs to ensure
they match clients with the best
providers.
AWARDS
22 PLANADVISER's 2021 Top 100
Retirement Plan Advisers
Noteworthy retirement plan specialists,
based on number of plans and total
assets under advisement.
PARTICIPANTS
28 How to Optimize Connections
If you want to cross-sell to participants,
first sit down with the sponsor and sort
out the rules.
PLAN MANAGEMENT
32 Defining Roles
How to take the lead in adviser/
recordkeeper relationships.
STRATEGIC PARTNERSHIPS
34 Building Strategic Partnerships
What advisers should look for in a
potential referral source.
FINANCIAL WELLNESS
36 Different Strokes
Great wellness strategies require
much analysis on the part of advisers
and clients.
ERISA VISTA
38 Cybersecurity Considerations
How to select and monitor
recordkeepers.
COMPLIANCE CONSULT
39 Provider Recommendations
Does relying on certain 'go-to'
providers have implications
under ERISA?
in every issue
4 publisher's note
6 data points
8 compliance news
12 trends
40 Q&A
2 | planadviser.com September-October 2021
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PLANADVISER - September/October 2021

Table of Contents for the Digital Edition of PLANADVISER - September/October 2021

Masterminds of the Plan
"PLANADVISER’s 2021 Top 100 Retirement Plan Advisers"
How to Optimize Connections
Defining Roles
Building Strategic Partnerships
Different Strokes
Cybersecurity Considerations
Provider Recommendations
PLANADVISER - September/October 2021 - Cover1
PLANADVISER - September/October 2021 - Cover2
PLANADVISER - September/October 2021 - 1
PLANADVISER - September/October 2021 - 2
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PLANADVISER - September/October 2021 - Masterminds of the Plan
PLANADVISER - September/October 2021 - 19
PLANADVISER - September/October 2021 - 20
PLANADVISER - September/October 2021 - 21
PLANADVISER - September/October 2021 - "PLANADVISER’s 2021 Top 100 Retirement Plan Advisers"
PLANADVISER - September/October 2021 - 23
PLANADVISER - September/October 2021 - 24
PLANADVISER - September/October 2021 - 25
PLANADVISER - September/October 2021 - 26
PLANADVISER - September/October 2021 - 27
PLANADVISER - September/October 2021 - How to Optimize Connections
PLANADVISER - September/October 2021 - 29
PLANADVISER - September/October 2021 - 30
PLANADVISER - September/October 2021 - 31
PLANADVISER - September/October 2021 - Defining Roles
PLANADVISER - September/October 2021 - 33
PLANADVISER - September/October 2021 - Building Strategic Partnerships
PLANADVISER - September/October 2021 - 35
PLANADVISER - September/October 2021 - Different Strokes
PLANADVISER - September/October 2021 - 37
PLANADVISER - September/October 2021 - Cybersecurity Considerations
PLANADVISER - September/October 2021 - Provider Recommendations
PLANADVISER - September/October 2021 - 40
PLANADVISER - September/October 2021 - Cover3
PLANADVISER - September/October 2021 - Cover4
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https://www.planadviserdigital.com/planadviser/july_august_2018
https://www.planadviserdigital.com/planadviser/may_june_2018
https://www.planadviserdigital.com/planadviser/march_april_2018
https://www.planadviserdigital.com/planadviser/january_february_2018
https://www.planadviserdigital.com/planadviser/november_december_2017
https://www.planadviserdigital.com/planadviser/september_october_2017
https://www.planadviserdigital.com/planadviser/july_august_2017
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