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 2021http://www.planadviser.com