Browsing Tag
401(k) Fiduciary
150 posts
New Retirement Plan Consulting Firm Launches ‘Bac(k) Office’ Solution
Just-launched Freedom Fiduciaries introduces new partnership model for financial advisors and broker dealers
Josh Itzoe’s Been Busy, and 401(k) Advisors are Reaping the Benefits
Former TAPO honoree Josh Itzoe is now spending his days helping other 401(k) advisors.
Wednesday is ‘3(16) Day’ to Celebrate Fiduciary Services
Pentegra designates March 16 as such to promote the value of a 3(16) fiduciary
John Hancock Launches New Fiduciary Product
“Signature Fiduciary Connect” to offer plan sponsors additional administrative support for workplace 401k plans
EBSA Hits ‘Pause’ Button on Dec. 20 Enforcement of PTE 2020-02
In response to industry concerns, new Field Assistance Bulletin 2021-02 pushes Dec. 20 deadline for compliance to Jan. 31, 2022
Help for Advisors in Advance of New IRA Rollover Requirements
With a December compliance deadline looming, Broadridge Fi360 today announced the availability of an enhanced Decision Optimizer software…
What Fiduciaries Need to Know About ESG: Broadridge Fi360 Conference
“There are a few topics that are more confusing than ESG within the context of retirement plans,” Mary…
‘Disappointing’ DOL Final Rule on ESG Investing Could Face Challenges
The Department of Labor says its final ESG rule released Oct. 30 “intends to provide clear regulatory guideposts…
Dems Say DOL Proxy Voting Proposal Hurts Retirement Savers
The Department of Labor has again drawn the wrath of Democratic lawmakers, who on Friday submitted a comment…
7 Ways to Protect Fiduciary Clients from Decision-Making Fatigue
When you’re advising clients who are serving in a lay-fiduciary capacity—those that are managing the assets of a…