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1083 posts
Focus on Income for Better 401(k) Outcomes
The firm’s leaders believe America’s retirement plan system is failing and needs a makeover. Outcomes are not what they should be, in their view, because the industry is not focusing on income.
Who Has the Biggest and Best 401(k) Plan in America?
Major airlines again flew away with the best scores for the top 30 401(k) plans in America. The…
Massachusetts Slams Scottrade for Alleged Sales Contest Fiduciary Fail
The Department of Labor might allow for regulatory wiggle room before full implementation of its fiduciary rule; not…
DOL Settles with ‘Fiduciary Firm’ Over $16 Million 401k Fraud
It would seem companies with “fiduciary” in their name or professional description have trouble understanding the word. On…
The Regulatory Outlook for 2018 and the Impact on Advisors
While the fiduciary rule dominated attention recently, the second tier of potential regulatory activity may surprise many advisors,…
Why We Urgently Need a ‘Sustainable’ 401(k) Defined Contribution System
America’s defined contribution system is unsustainable—urgently requiring an upgrade to effectively deliver on its intended goal, which is…
2 Critical Retirement Plan Initiatives Moving Forward
Retirement industry observers breathed a collective sigh of relief in late 2017 when “Rothification” of 401(k) plans, once…
What Has Fiduciary Firm Fi360 Done Now?
Fi360 is at it again, adding new modules to its Fiduciary Essentials for Advisors (FEA) training program “to…
What’s at the Top of 401k Plan Sponsors’ To-Do Lists?
Avoiding lawsuits, improving retirement readiness, documenting plan decisions, auditing follow through, benchmarking fees, selecting an auditor, maintaining clean…
‘Missing’ 401(k) Participants Get Some Serious Help
Missing Participants Program helps connect workers with abandoned 401(k) savings as PBGC expands efforts to protect retirement benefits.