Recent Stories From this Author

DC provider overview
February 1, 2012
Though the 401(k) and defined contribution market gets lots of attention from all sectors of society and has a significant...

The importance of partnering
January 1, 2012
The focus of discussions in the defined contribution/401(k) world seems to have shifted overnight from process to outcomes.

Advisers focused on the 401(k) market to double
December 1, 2011
Some experts are predicting that there will be fewer advisers focused on the 401(k)/defined contribution market. With greater...

New advocacy group for retirement advisers
November 1, 2011
You now have a strong advocate, retirement advisers. Read in the November issue of EBA as contributor Fred Barstein talks...

How to hire and manage a DC salesperson
October 1, 2011
As successful and focused defined contribution retirement plan advisers continue to grow their businesses at a rapid pace,...

Hard choices for Americans looking to retire
September 1, 2011
It is certainly not news that most Americans are ill-prepared to retire with 70% income replacement. We can blame high fees,...

Government intervention in DC plans offers big opportunities
August 1, 2011
In case you have not noticed, there has been a flurry of regulatory activity surrounding defined contribution plans and DC...

Practice management: not just a concept
July 1, 2011
Advisers have to be ready to demonstrate their value to more discerning buyers and focus on ways to run their practice more...

Where and what is the 'alpha' in a DC plan?
June 1, 2011
Defining and discovering "alpha" in participated-directed defined contribution retirement plans is perhaps the most difficult...

Advisers, the new alpha
May 1, 2011
In all sectors of the financial services industry, there is an almost maniacal quest for "alpha," or performing above the...