The 20 Rising Stars of Retirement Plan Advisory 2008 - (Page 3) SEPTEMBER 2008 emii.com 20 Rising Stars Retirement Plan Advisory Table of Contents 16 Unfair Advantage? You Bet By Debbie Vince There are significant transitional changes occurring in the retirement business that present dramatic opportunities for certain advisors. National Retirement Partners feels that retirement-focused advisors will have a clear advantage over those advisors who are general practitioners as assets transition from retirement plans into individually managed accounts. 20 The New World Order With the world rebalancing, Ivy Funds advocates the same for qualified plan options. 22 20 Rising Stars of Retirement Plan Advisory By Hillary Jackson Institutional Investor News has identified 20 individuals we expect to shape the retirement plan advisory space in the years to come, profiling each in our second annual edition of 20 Rising Stars of Retirement Plan Advisory. 34 Mentors’ Page Dedicated to the mentors, who inspired, challenged and cultivated the skills and character necessary to give rise to this year’s group of Rising Stars. 25 6 RISING STAR JASON CHEPENIK Doing Well By Doing Good By Gregory Morris Providers and sponsors of 401(k) plans are looking to re-tool investor education for participants’ benefit, as well as their own, after earlier attempts did not produce the desired results. 10 The Post-PPA Bounce By Jon Jacobs, Staff Writer, eFinancialCareers.com In the wake of the Pension Protection Act, compensation and hiring prospects for industry pros are expected to receive a boost. 12 Automatic Enrollment vs. Managed Account By Chris Dugan The Standard believes a managed account program may be the most realistic solution for sponsors looking to address the long-term retirement income needs of plan participants. SEPTEMBER 2008 10 The Post-PPA Bounce RETIREMENT PLAN ADVISORY RISING STARS 3 http://www.emii.com
Table of Contents Feed for the Digital Edition of The 20 Rising Stars of Retirement Plan Advisory 2008 The 20 Rising Stars of Retirement Plan Advisory 2008 Contents Doing Well By Doing Good The Post-PPA Bounce Automatic Enrollment vs. Managed Account Unfair Advantage? You Bet The New World Order 20 Rising Stars of Retirement Plan Advisory Mentors’ Page The 20 Rising Stars of Retirement Plan Advisory 2008 The 20 Rising Stars of Retirement Plan Advisory 2008 - The 20 Rising Stars of Retirement Plan Advisory 2008 (Page Cover1) The 20 Rising Stars of Retirement Plan Advisory 2008 - The 20 Rising Stars of Retirement Plan Advisory 2008 (Page Cover2) The 20 Rising Stars of Retirement Plan Advisory 2008 - Contents (Page 3) The 20 Rising Stars of Retirement Plan Advisory 2008 - Contents (Page 4) The 20 Rising Stars of Retirement Plan Advisory 2008 - Contents (Page 5) The 20 Rising Stars of Retirement Plan Advisory 2008 - Doing Well By Doing Good (Page 6) The 20 Rising Stars of Retirement Plan Advisory 2008 - Doing Well By Doing Good (Page 7) The 20 Rising Stars of Retirement Plan Advisory 2008 - Doing Well By Doing Good (Page 8) The 20 Rising Stars of Retirement Plan Advisory 2008 - Doing Well By Doing Good (Page 9) The 20 Rising Stars of Retirement Plan Advisory 2008 - The Post-PPA Bounce (Page 10) The 20 Rising Stars of Retirement Plan Advisory 2008 - The Post-PPA Bounce (Page 11) The 20 Rising Stars of Retirement Plan Advisory 2008 - Automatic Enrollment vs. Managed Account (Page 12) The 20 Rising Stars of Retirement Plan Advisory 2008 - Automatic Enrollment vs. Managed Account (Page 13) The 20 Rising Stars of Retirement Plan Advisory 2008 - Automatic Enrollment vs. Managed Account (Page 14) The 20 Rising Stars of Retirement Plan Advisory 2008 - Automatic Enrollment vs. Managed Account (Page 15) The 20 Rising Stars of Retirement Plan Advisory 2008 - Unfair Advantage? You Bet (Page 16) The 20 Rising Stars of Retirement Plan Advisory 2008 - Unfair Advantage? You Bet (Page 17) The 20 Rising Stars of Retirement Plan Advisory 2008 - Unfair Advantage? You Bet (Page 18) The 20 Rising Stars of Retirement Plan Advisory 2008 - Unfair Advantage? You Bet (Page 19) The 20 Rising Stars of Retirement Plan Advisory 2008 - The New World Order (Page 20) The 20 Rising Stars of Retirement Plan Advisory 2008 - The New World Order (Page 21) The 20 Rising Stars of Retirement Plan Advisory 2008 - 20 Rising Stars of Retirement Plan Advisory (Page 22) The 20 Rising Stars of Retirement Plan Advisory 2008 - 20 Rising Stars of Retirement Plan Advisory (Page 23) The 20 Rising Stars of Retirement Plan Advisory 2008 - 20 Rising Stars of Retirement Plan Advisory (Page 24) The 20 Rising Stars of Retirement Plan Advisory 2008 - 20 Rising Stars of Retirement Plan Advisory (Page 25) The 20 Rising Stars of Retirement Plan Advisory 2008 - 20 Rising Stars of Retirement Plan Advisory (Page 26) The 20 Rising Stars of Retirement Plan Advisory 2008 - 20 Rising Stars of Retirement Plan Advisory (Page 27) The 20 Rising Stars of Retirement Plan Advisory 2008 - 20 Rising Stars of Retirement Plan Advisory (Page 28) The 20 Rising Stars of Retirement Plan Advisory 2008 - 20 Rising Stars of Retirement Plan Advisory (Page 29) The 20 Rising Stars of Retirement Plan Advisory 2008 - 20 Rising Stars of Retirement Plan Advisory (Page 30) The 20 Rising Stars of Retirement Plan Advisory 2008 - 20 Rising Stars of Retirement Plan Advisory (Page 31) The 20 Rising Stars of Retirement Plan Advisory 2008 - 20 Rising Stars of Retirement Plan Advisory (Page 32) The 20 Rising Stars of Retirement Plan Advisory 2008 - 20 Rising Stars of Retirement Plan Advisory (Page 33) The 20 Rising Stars of Retirement Plan Advisory 2008 - Mentors’ Page (Page 34) The 20 Rising Stars of Retirement Plan Advisory 2008 - Mentors’ Page (Page Cover3) The 20 Rising Stars of Retirement Plan Advisory 2008 - Mentors’ Page (Page Cover4)
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