White Papers & Case Studies

For individuals

Choosing a Financial Advisor - The CFA Institute

Investing in More Objective Advice - Charles Schwab

The Fiduciary Standard of Care - TD Ameritrade

Five Key Benefits of Registered Investment Advisor - Charles Schwab

Advantage of the Registerd Investment Advisor Relationship

for plan sponors & human resource professionals

Department of Labor Legistlative Landscape 2012 - 2013

  Fee Disclosure: A Sponsor's Guide to Understanding Participants' Concerns


Fees and Fiduciary Responsibility: What Plan Sponsors Need to Know
Construct A More Effective Investment Lineup
Plan Sponsor Tool: Plan Design Strategies and Benchmarking
Retirement Funds Glide Path
Plan Sponsor Tool: Fiduciary Overview
Plan Sponsor Tool: Participant Communications Overview
Plan Sponsor Tool: Investment Menu Guide
Plan Sponsor Tool: Pros and Cons of QDIAs (Qualified Default Investment Alternatives)
Plan Sponsor Tool: Fiduciary Checklist