2011 ARTICLE COMPETITION
Congratulations to 2011 Article Competition winner Mike Montgomery!
In addition to winning the competition and $1,000 prize, the article was featured on AdvisorOne.
- Multiple Employer Plans as a Fiduciary Risk Mitigation Tool by AIF Designee W. Michael Montgomery of Montgomery Retirement Plan Advisors in Tampa, FL.
Mike's article, Multiple Employer Plans as a Fiduciary Risk Mitigation Tool looks at multiple employer plans as an outsourced defined contribution plan solution that simplifies plan operations and reduces fiduciary risk exposure for individual plan sponsors.
You can read the full article here.
The Rest of the 2011 Submissions:
We also would like to recognize our outstanding pool of articles submitted for this year's competition. You can read them all here. Look for more to be featured in AdvisorOne in the near future.
- You Deserve a Fiduciary Standard of Care by AIF designee David John Marotta of Marotta Wealth Management in Charlottesville, VA.
- Roth IRA Conversion and Roth 401(k) Contributions - To Convert or Not? by AIF designee John C. Haley of Duncan & Haley LTD in Seattle, WA.
- Caveat Emptor by AIFA designee Mark Mensack of Piedmont Independent Fiduciaries in Marlton, NJ.
- Are emotions sabotaging the retirement income security of 401k participants? by AIFA designees Mark Mensack and William Militello of Piedmont Independent Fiduciaries in Marlton, NJ.
- Financial Advisors Should Always Put the Clients First by AIFA designee Scott Reed of Hardy Reed Capital Advisors, LLC in Tupelo, MS.
- Advisors Should Have the Client's Best Interest in Mind by Scott Reed.
- A Rose by Any Other Name Can be Very Confusing by Scott Reed.
- Financial Bill Should Include Fiduciary Standard of Care by Scott Reed.
- Time to Hold Execs Accountable by Scott Reed.
- Know Your Role as a Shareholder by Scott Reed.
- Investors Don't Have the Voices They Deserve by Scott Reed.
- Target-Date Funds: A Temporary Solution to a Permanent Problem by AIFA designee David Blanchett of Unified Trust Company in Lexington, KY.
- Retirement Success: A Surprising Look into the Factors that Drive Positive Outcomes by AIFA Designee David Blanchett and AIF Designee Jason Grantz of Unified Trust Company in Lexington, KY.
- To Win the Race to Retirement, Drive with Fuel Efficiency. (Cost Matters!) by AIF Designee Kevin O'Neil of Piedmont Independent Fiduciaries in Landsdowne, VA.
- F-Day: January 1, 2012! by Kevin O'Neil
- Rescuing the Plan Sponsor by Kevin O'Neil
- Minding the 401(k) Gaps by AIF Designee Michael Chamberlain of Chamberlain Financial Planning, LLC in Santa Cruz, CA.
- Traditional Asset Allocation Doesn't Work! by AIF Designee Kelly Campbell of Campbell Wealth Management in Alexandria, VA.
- Hot Chinchillas and Starving Llamas: The Art of Asset Management for Discretionary Trusts by AIF Designee Liza Horvath of Monterey Trust in Monterey, CA.
- Black Swans with Fat Tails: New Mathematical Descriptions of Investment Risk and Expected Future Performance by AIF Designee Johann Klaassen of First Affirmative Financial Network in Colorado Springs, CO.
- A Discussion of Some of the Differences Between the Regulatory Requirements of Brokers and RIAs by AIF Designee Knut Rostad of Rembert Pendleton Jackson Financial Advisors in Falls Church, VA and The Committee for the Fiduciary Standard.
- The Decline of the Fiduciary Brand? by AIF Designee Mercer Bullard of The University of Mississippi School of Law in Oxford, MS.