The fi360 article competition is a chance for AIF® and AIFA® designees to have their writing published and showcase their position as thought leaders on fiduciary issues. The purpose of the competition is to encourage Designees to share their knowledge and experiences in a way that helps fiduciaries better understand and perform their role.
2013 Article Competition Winner!
Congratulations to Jacob C. Adamczyk, AIF® of Aurum Wealth Management Group
His article, Rethinking TDFs as QDIAs: Why Target Date Funds Are a Fiduciary Nightmare for Qualified Plans, was chosen the winner of this year's article competition by a panel comprised of fi360 subject matter experts and the editors of AdvisorOne.
Mr. Adamczyk will receive a $1,000 cash prize from fi360 and be featured in AdvisorOne. Check back soon for a link to the publication.
You can view the complete field of entries below.
2013 Entries
Low Bond Yields and Safe Portfolio Withdrawal Rates by David Blanchett, AIFA®, Head of Retirement Research at Morningstar Investment Management
401(k) Fiduciary Focus: Target Date Funds by Lee Applebaum, AIF® of Plan Sponsor Consultants
It's Not Just the Mental Mind by Scott Reed, AIFA® of Hardy Reed
Customizing a Target Date Glide Path: Thoughts & Considerations by Philip Chao, AIFA® of Chao & Company, LTD.
A Case Study of a Fiduciary Breakdown by Matt Sommer, AIF® of Janus Capital Group
Muddying the Water by Roger Willroth, AIF® of Marrs Wealth Management
Preparing for 2012 Plan Year Audits by Brian Lakkides, AIF® of Fiduciary Firewall Consulting, Inc.
Flat-Dollar Cost-Plus Fees as an Alternative to Percentage of Asset Pricing by Brian Lakkides, AIF® of Fiduciary Firewall Consulting, Inc.
The Uniform Family Office – Practices and Procedures for the Tech-Centric Virtual Family Office by Charles Porter Jr., AIF® of Canon Capital
What is Comprehensive Wealth Management? by David John Marotta, AIF® of Marotta Wealth Management
Fee-Only Financial Planner: What’s the Difference? by David John Marotta, AIF® of Marotta Wealth Management
How Do Financial Advisors Earn Their Fee? by David John Marotta, AIF® of Marotta Wealth Management
The False Promises of Annuities and Annuity Calculators by David John Marotta, AIF® of Marotta Wealth Management
"Professor Pigskin" and Investment Manager Due Diligence by Gabriel Potter, AIF® of Westminster Consulting
An AIFs Life Consulting on an Association's Multiple Employer Plan (MEP) Analysis by Yannis Koumantaros, AIF® of Spectrum Pension Consultants
Re-Introducing “Why” Back into Retirement Plans by Dan Piazza, AIF® of Creative Benefit Strategies
To view past entries and winners, visit past competition summaries from the archive to the right.
