The Weekly Exchange from 401kExchange

THE WEEKLY EXCHANGE NEWSLETTER: A New Brand & Mission
2010 - The Year in Review
Happy Holidays from 401kExchange
Farewell and Happy Holidays
DCP Institute 2010
November 2010 401kExchange Opportunity Index
Happy Thanksgiving from 401kExchange
Understanding Defined Contribution Advisors
October 2010 401kExchange Opportunity Index
Maturation of Defined Contribution Providers - Lessons for Advisors
Special TRAU East-Coast Enrollment Session Filling Fast
401(k) Employee Salary Deferral Deposit Deadlines
September 2010 401kExchange Opportunity Index
December TRAU Session Announced
Airline Industry Offers Interesting Insights for the DC Industry
Business and Compensation Model Options for DC Advisors
How to Identify the Winners - 401(k) Record Keepers
August 2010 401kExchange Opportunity Index
Top Reasons for Dissatisfaction Among Sponsors in Motion - Mid Year
2010 401kExchange Mid-Year Market Share Report
Boston Research Group to Re-Launch the DC Data Hub
The 401kWire to Name the Most Influential Advisors in DC
July 2010 401kExchange Opportunity Index
2010 Mid Year Ratings Report - Micro Market Ratings
2010 Mid Year Ratings Report - Small Market Ratings
2010 Mid Year Ratings Report - Mid Market Ratings
June 2010 401kExchange Opportunity Index
Behavioral Finance and Retirement Savings
Stepping Up to Help Participants
The Retirement Advisor University; TRAU™ Announces Open Enrollment
May 2010 401kExchange Opportunity Index - Demand for Advisors & Funds
Capturing IRA Rollovers - Easier Said than Done
Evolution of Defined Contribution Advisors - 2010 DCP Advisor Study
Understanding Defined Contribution Service Models
April 401kExchange Opportunity Index
Update on The Retirement Advisor University (TRAU)
Selling in a Mature Market
Emergence of the Elite 5,000 DC Advisors
March 401kExchange Opportunity Index
Watching the Immovable Object v. the Irresistible Force
2010 DCP Advisor Study
Maturation of the 401(k) Industry
Focus on Fees and Performance for Active 401(k) Sponsors in 2009
February 401kExchange Opportunity Index
2009 Market Share Report - 401(k) Record Keepers
January Opportunity Index - Cold Weather Pattern Continues
2009 401kExchange Micro Market Ratings
2009 401kExchange Small Market Ratings
2009 401kExchange Mid Market Ratings
Training Corporate Retirement Advisors
December Opportunity Index - A Year to Remember or Forget?
Musing About 2010 and Reflecting on 2009

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Alphabetical Listing (click to view articles by provider):
AIG SunAmerica & Polaris 401(k) ALPS Portfolio Solutions Black Knight Columbia Management DailyAccess Diversified Fidelity Goldman Sachs ING iShares John Hancock JPMorgan Keane Retirement Services MassMutual	MFS OneAmerica PacificLife Paradigm Pentegra Prudential RolloverSystems RSM McGladrey SEI Advisors' Inner Circle Funds Seligman SIFMA Symetra Transamerica Trusource
The New Profit Sharing Allocation Plans Good News About Automatic Enrollment! Fiduciary Responsibilities In 401(k) Plans Small Business Retirement Plans Profile The Roth 401(k) Why Choose a Safe Harbor 401(k) Option?
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Black Knight Asset Management Profile
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Implications of the LaRue Vs. DeWolff, Boberg & Associates, Inc. Litigation Laying It on the Line — How New Disclosure Rules Will Affect Financial Advisors Congress “HEARTs” Rollovers for Military Personnel Understanding In-Service Distributions Retirement Savings Bandwagon Gains Horsepower
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Protecting Your Retirement Plan Business Acquiring Retirement Plan Business by Partnering Profile Retaining Retirement Plan Clients Through Partnering
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Pension Protection Act of 2006 Continues to Drive Changes The Impact of New Regulations on 403(b) Plans Two Industry Surveys Highlight Impact of Pension Protection Act of 2006 on Retirement Plans Investment Policy Statements Can Guide Plan Sponsors Designing Successful Retirement Plans for Manufacturing Companies Profile Investing in Inflation-Protected Securities Mid-Cap Stocks: An Option for a Well-Diversified Portfolio Managing Surplus Volatility in Defined Benefit Plans through Liability-Driven Investing Implementing Automatic Services Leads Plan Sponsors’ List of Anticipated Changes in the New Year Profile Manufacturing Companies Lead the Way in Defined Contribution Plan Design The Value of an Investment Policy Statement Total Retirement Outsourcing – The Total Retirement Solution Notable Findings in Current issue of Retirement Plan Trends in Today’s Healthcare Market – 2008 Elimination of Matching Contributions—Last Resort or Latest Trend?
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Design, Educate, Measure Profile Focusing on What Matters in 401(k) – Plan Performance Hold On To The Assets You Worked So Hard To Get Focusing on What Matters in 401(k) – Plan Performance Retirement Income Planning: Changes, Challenges & Opportunities Retirement Education in the Workplace
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Profile
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Profile Research You Can Use to Grow Your Business! Fee Disclosure is Nothing to Fear Embedded Advice Solutions Offer Dual Benefits for Sponsors and Participants Getting "Smart" with Technology
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Profile ETFs: The Next 401(k) Frontier Innovative Tools, New Possibilities: How Advisors are Using ETFs in 401(k) Plans
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Profile Hitting the Mark: the Multi-Manager Advantage in Asset Allocation Funds Balancing Growth and Risk of Emerging Markets in a 401(K) Hitting the Mark: the Multi-Manager Advantage in Asset Allocation Funds
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Profile The Cost of Assumptions JPMAM launches Target Date Evaluation Tool: Target Date Navigator JP Morgan Asset Management Profile Sponsors Need to Chart a Safer Path to Manage Volatility and Limit Risk Exposure
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401(k) Closure - Navigating the Complexities of Plan Termination
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MassMutual Presents: Growing Your Business Post PPA Part I in a series on the implications of the Pension Protection Act MassMutual Presents: Growing Your Business Post PPA Part II in a series on the implications of the Pension Protection Act MassMutual Presents: Growing Your Business Post PPA Part III in a series on the implications of the Pension Protection Act MassMutual Presents: Growing Your Business Post PPA Part IV in a series on the implications of the Pension Protection Act MassMutual Presents: Growing Your Business Post PPA Part V in a series on the implications of the Pension Protection Act The Advisor Toolkit…Developing a Business Plan The Advisor Toolkit…Creating a Powerful Value Proposition Statement Maximizing Retirement Plan Effectiveness – Ten Things for Fiduciaries to Consider Long-Awaited Final 403(b) Regulations The Science of Saving Best Practices in Employee Campaigns: Helping Them Get There Sales Tips from MassMutual
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Profile Flawed Plans Required Minimum Distributions (RMDs) Waived for 2009 Quick-Reference Sheet: Changes to Federal Tax Rates & Limits
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Paradigm Capital Management Profile
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Fees, Education, Asset Allocation—Advisors Shouldn’t Overlook Low-Cost Solution Profile Increase Your Value to Plan Sponsors—Deliver a Fund Lineup Based on the Right Building Blocks
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Pension Protection Act (PPA)--Opportunity to Enhance Retirement Security for Participants Older Workers Wholeheartedly Endorse Pension Protection Act Baby Boomers Are Redefining Retirement Income Solutions Profile
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Terminated Employees Can Be Toxic to the Health of Your Plan Profile
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The Power Of Plan Design Plan Design Ideas Help Owners and Executives Save More for Retirement Do your clients' qualified retirement plans follow the rules? How to Help Your Clients Properly Terminate an Employee Retirement Plan Fee Transparency – Meeting the needs of your clients Using an ESOP as a Succession Planning Tool Important Deadline for 403(b) Plan Sponsor Clients Spread The Word – A Key 409a Deadline Is Fast Approaching Today More than Ever, Plan Sponsors Need the Power of Plan Design RSM McGladrey Hosts Special Webinar on "Retirement Savings in America" Keeping Your Clients Out of Trouble: Top 10 Common Errors mad by Plan Sponsors
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401kExchange Welcomes SEI to the Weekly Exchange The Rising Visibility of Fixed Income Management Socially Responsible Investors' Advantage over Traditional Investors Back to the Top The PPA: Redefining Risk for Millions of Americans - Part 1 Profile The PPA: Helping Plan Sponsors Select a Prudent Default Option Participant Alpha: A Strategic Approach to Superior Performance How to Harvest Your Harvesters: The Single Most Important Question You Can Ask a Retired Client Risk Redefined for Retirement Plan Participants How to Choose a Target Date Fund Back to the Top SIFMA’s Washington, DC Retirement and Savings Conference – September 16-17
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New 403(b) Regulations: More Transparency, More Involvement Profile Making Transparency a Reality Five Trends to Emerge from a Messy Market In Tough Times, Participants Eye Their 401(k)s Start Looking for Year-End Conversion Business Now
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A Checklist for Plan Sponsors Fiduciary Focus: Prohibited Transaction Discussion Evaluating Your Client's Plan Selling Retirement Plans Made Easy! Lukewarm Prospect? Here’s How to Bring on the Heat How to Keep Your Income Flowing Throughout Your Retirement The Difficulties of Financial Hardship Withdrawals Auto (Enrollment) Focus The Pension Protection Act Profile 2008: A Year of Change
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Communicating Value Distinguished by Disclosing Distinguished by Disclosing – Part II Everyone Says They Have It, But Do You Get It? Understanding Open Investment Architecture
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