Each item can be unique--"ideal for such documents as financial statements for retirement services investors, " says Lew Waltman of R.

FORBES: Hot type

Each quarter Frank Waltman, executive VP for product management, holds a large meeting with the chief investment officers of each fund group to review performance and strategies.

FORBES: Magazine Article

Jessica Waltman, senior vice president of government affairs for the National Association of Health Underwriters, said she favored insurance plans offering narrow annual windows in which people could buy policies.

WSJ: Insurers Make Plans in Case Health Mandate Is Quashed