Contents Plan Management Winter 2023 COVER STORY 14 What's Next? Pivot points for the adviser industry in 2024. ROUNDTABLE 19 Best Foot Forward Attracting clients through a request for proposals process. CONFERENCE COVERAGE 22 2023 PLANADVISER National Conference Experts explore possibilities in the advisory business. 26 Cybersecurity Conference Staying safe from evolving threats. PLAN DESIGN 28 Let It Ride Options and features that can encourage preretirees to stay in-plan. SMALL PLANS 32 Cultivating Connections Wealth managers meet the needs of small-business participants. CASE SENSITIVE 34 The Risks of Custom TDFs A case probes when it may be prudent to pull an investment. COMPLIANCE ANALYSIS 36 Managed Account Services What advisers need to know. VIEWPOINTS 38 People-Savvy How to connect with different personality types. 39 Be Sure They Get the Message Six tips for getting the most from your day in front of the camera. in every issue 2 Publisher's Note 4 Just the Facts 8 On the Move 12 Nuts & Bolts 40 End Paper Practice M nagem nt | Fa l 2 Plan Managemente | Wintelr 2023 | planadviser.com 1http://www.planadviser.com