Browsing Tag
401(k) Fiduciary
150 posts
Commenters Hammer DOL on Proposed ESG Rule
Despite an abbreviated 30-day comment period that ended last Thursday, the Department of Labor got plenty of feedback…
5 Critical Advisor Steps to Plan for Your ‘New Normal’
When you’re given the go-ahead to reopen, there’s a strong likelihood that you’ll not be going back to…
Fi360 Cancels Annual Conference Due to Coronavirus Concerns
In light of what it says an abundance of caution with coronavirus developments “to protect the health and…
Heinz Field Event, AIF Trainings Headline Fi360’s National Fiduciary Day
Tuesday, Feb. 25 is National Fiduciary Day, and Fi360 is celebrating this year with an exclusive event in…
Group Urges Massachusetts to Wait on Fiduciary Standard
Massachusetts consumers stand to lose access to vital retirement planning and other financial advice under a proposed state…
Do 401k Advisors and Sponsors Really Understand 3(38), 3(21), 3(16)?
While fiduciary as a term is front and center with 401k advisors, how well do they really understand…
Reg BI Lawsuit: 8 Attorneys General Sue SEC
It was only a matter of time before a lawsuit would be filed against the Securities and Exchange…
Fiduciary Advocates Rip Reg BI in Congressional Testimony
Barbara Roper isn’t happy with certain members of Congress. “Had to laugh when House Republicans used today’s hearing…
New ‘Green Deal’: Partnership Launches Eco-Conscious 401k Plan
Green is more than just the color of money. It’s also the preferred color of eco-conscious political initiatives…
Celebrate Compliant Times, Come On: It’s National Fiduciary Day!
It’s like Christmas coming early! Less than a year after National Fiduciary Day last March 22, today –…