SooJin Chun Buzelli Creative Director Portfolio, part 1
sbuzelli@mac.com
From the publishers of PLANSPONSOR
planadviser.com | $30 jan/feb 08
planadviser 速
Winning Strategies for Retirement Plan Advisers
Marketing your firm means more than just bringing in clients
Singing
Praises your
Retirement Plan Adviser of the Year Finalists | New DoL Disclosure Rules | Spotlight on Micro Plans
JULY 2008 | $29 | www.plansponsor.com
It’s a Jungle Out There
ERISA litigation dangers lurk for plan sponsors
The “A” Word | Collateral Damaged
From the publishers of PLANSPONSOR
planadviser.com | $30 may–june 2008
planadviser ÂŽ
Winning Strategies for Retirement Plan Advisers
Also Inside
Benchmarking Target-Date Funds ERISA Budgets Negotiating Provider Relationships
A New Dimension Industry trends have many advisers taking another look at their revenue model
OCTOBER 2008 | $29 | www.plansponsor.com
Outward
bound?
Treasury rules that current law stops financial firms from taking over frozen pension plans, but leaves the door open for legislation to allow it
September 2008 | $29 | www.plansponsor.com
The Pbgc Initiative Sets A New Standard For Transition Management
From the publishers of PLANSPONSOR
planadviser.com | $30 july–august 2008
planadviser ÂŽ
Winning Strategies for Retirement Plan Advisers
Also Inside
sers i v d a What do should a wave of during keeping recordlidation conso
t i x E s n g i S
Using Annuities for Retirement Income
409A Compliance Relief Becoming a PPA Fiduciary Adviser
June 2008 |
2008 Top Recordkeepers Inside ERISA Accounts Is Your College Major Relevant?
Political PA RTI NGS What the 2008 足election could mean for 足workplace benefit plans
From the publishers of PLANSPONSOR
november–december 2008
planadviser ®
planadviser.com
$30
Advisers increasingly are embracing ERISA plan fiduciary status. Why they’re doing it, and how to prevent problems
Battle
Lines
2008 | $29 | www.plansponsor.com
Co m i n (b f g )h r in o d m
403(b) Special Issue
40
3(
b)
sp o m nso ee r tc ss om c r pl am ia bl nc e e to de ad
li n
e
From the publishers of PLANSPONSOR
pa|nc08 special issue
planadviser 速
planadviser.com | $30
Looking Ahead What your business will look like five years from now
decemBER 2008 | $29 | www.plansponsor.com
The Plot to Kill the 401(k)