Browsing Tag
401(k) Fiduciary
150 posts
Gucci Dressed Down in Latest 401k Lawsuit
It’s just not a good look. Gucci America Inc. is the latest company to be sued over the…
September 20, 2017
Chartered Retirement Plans Specialist Designation Updated (For Good Reason)
Get with the times, at least with the education and designations 401k advisors choose to better serve plan…
September 11, 2017
The No. 1 Reason for 401k Frustration
Here’s a shocker (or not): When you pour unbelievably huge sums of lobbyist money into Congress, you can…
August 17, 2017
Fiduciary Groundhog Day: What Just Happened?
For 401k advisors, it’s the repetitive fiduciary frustration of Groundhog Day; except the part of Phil the weatherman…
August 11, 2017
Fi360 Hits 401k Fiduciary Milestone
The industry now has 10,000 Fi360 designees, but with $5 trillion in assets and 55 million active retirement plan participants, it…
August 3, 2017
How Do Employers Feel About Worker Financial Wellness?
401k plan sponsors feel a growing sense of responsibility for participants’ financial wellness, “and are more intent than…
July 26, 2017
Questions Point to ‘Diluted’ 401k Fiduciary Rule
In the least-newsiest news of the week, The Wall Street Journal predicts a watered-down version of the original…
July 10, 2017
DOL Opens Fiduciary Rule RFI Comment Period
Like Sooners jumping the rope, the rush is on. The Department of Labor’s Request for Information regarding the…
July 6, 2017
The Fiduciary Rule’s Effect on Fund Management Outsourcing
Another effect of the fiduciary rule? A rhetorical question if there ever was one. New research from global research…
July 6, 2017
Tort Terror Schlichter Sounds Off on DOL Rule
High-profile attorney and 401(k) Specialist cover subject Jerry Schlichter has a full pipeline and plenty to do. We…
June 29, 2017