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May 2012

2012 PLANSPONSOR Retirement Plan Adviser of the Year

Stace Hilbrant, managing director of 401k Advisors LLC in Wilmette, Illinois, takes pride in his business’s face-to-face client service model. Hilbrant’s firm was one of the original founding firms of 401k Advisors USA, which was later renamed National Retirement Partners before being acquired by LPL Financial in 2010. In 2003, he incorporated in suburban Chicago as 401k Advisors LLC and sold his first 401(k) plan advisory services to D.A. Stuart Company, which makes products for the aluminum manufacturing industry. “I have that first check stapled to my wall,” he says.

  1. Cover
  2. 2012 PLANSPONSOR Retirement Plan Adviser of the Year

    Stace Hilbrant, managing director of 401k Advisors LLC in Wilmette, Illinois, takes pride in his business’s face-to-face client service model. Hilbrant’s firm was one of the original founding firms of 401k Advisors USA, which was later renamed National Retirement Partners before being acquired by LPL Financial in 2010. In 2003, he incorporated in suburban Chicago as 401k Advisors LLC and sold his first 401(k) plan advisory services to D.A. Stuart Company, which makes products for the aluminum manufacturing industry. “I have that first check stapled to my wall,” he says.
  1. 2012 PLANSPONSOR Retirement Plan Adviser Team of the Year

    Graystone Consulting–Danvers, Massachusetts, takes a holistic approach to advising retirement plan clients. This involves a combination of plan management, investment management and participant services, says Matthew McLaughlin, senior institutional consultant and financial adviser at the Danvers office of Graystone Consulting, a business of Morgan Stanley Smith Barney LLC. “All three of those levers have to work together to have an optimum plan, optimum outcomes,” he says.

     

  1. 2012 PLANSPONSOR Retirement Plan Adviser of the Year Finalists

    In the eighth annual PLANSPONSOR search for Adviser of the Year, these finalists were selected by an expert panel of judges in recognition of their contributions in helping make retirement security a reality for workers across the nation.
  1. 2012 PLANSPONSOR Retirement Plan Adviser Team of the Year Finalists

  1. Editorial
  2. Having Your Back

  1. UpFront
  2. Against Common Wisdom

    Fifty-nine percent of the first Baby Boomers to turn 65 are at least partially retired.
  1. Breach of Duty

    Employer to pay for failing to monitor RK costs
  1. What Lies Ahead

    Retirees most concerned about inflation
  1. Sage Advice

    PBGC's Gotbaum recommends traditional pension offerings
  1. Consolidation Confusion

    Plan sponsors not sold on benefits of bundling with one vendor
  1. Dropped Case

    BP stock drop suit dismissed
  1. Lessons of Experience

    DB sponsors can learn about de-risking from others

     

  1. Survey Says
  2. Do You Plan on Relocating in Retirement?

    According to a recent survey from the Consumer Federation of the Southeast, one-third of Baby Boomers are open to moving across state lines to gain the lifestyle they want when they retire. So NewsDash readers were asked: “Are you planning to relocate in retirement? If yes, what is the main reason for doing so?”
  1. Bells & Whistles
  2. Bells & Whistles

    Each month, Bells & Whistles highlights recent product introductions that plan sponsors may find of interest. More information about these announcements can be found on www.plansponsor.com. If you have a product announcement that you believe would be of interest to our readers, drop us a line at news@plansponsor.com.
  1. Feature
  2. Looking Underneath the Surface

    2012 Asset-Allocation Fund Buyer’s Guide
  1. Benchmarks In Mind

    Five factors to consider when evaluating whether a target-date fund family still works for your plan

     

  1. Head of the Class
  2. Around the World

    Global investing asks plan sponsors to overcome home-country bias
  1. Asset Mix
  2. Ready to Freeze

    LDI Strategies can be useful to help in freezing and terminating DB plans
  1. Case Sensitive
  2. Return to Sender

    Milgram v. The Orthopedic Associates Defined Contribution Pension Plan, et al. 10-18620-cv
  1. Barry's Pickings
  2. We Need a New Plan

    Why current plan design models are a failure
  1. Saxon Angle
  2. Straight from the Source

    DOL speaks about fiduciary definition re-proposal
  1. Just out of Reish
  2. Getting Older

    The graying of the American work force
  1. Second Opinions
  2. Mandate Clarity

    Employer mandate, waiting period and auto-enrollment issue
  1. Education/Advice
  2. Guiding Hands

    Picking the right financial adviser
  1. Five Questions to Ask a Financial Adviser

    While some participants enjoy and are capable of managing their retirement plan investments, most people lack the time, expertise and discipline to do so. Participants have always been interested in obtaining help with what can be a complex set of decisions and, increasingly, that guidance is found in the form of a financial adviser, either one hired by your plan or perhaps one that you have encountered on your own. Here are five things you should ask an adviser who wants to earn your business (and trust):

     

  1. Measuring Up

    Best practices in benchmarking 403(b) plans
  1. Tidbits
  2. Tidbits

    Some quotes, survey statistics and musings to use in employee communications, or just as a break in the grind.