Browsing Tag
ERISA 3(38)
42 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
It’s Alive! Swisher, Roberts’ Pooled Plan Up and Running
The high-profile PEP partners announced they now have participating employers, and it is live this month
Turnkey 401k for Small Biz Debuts from Equitable
Addition of Retirement Gateway for Small Business simplifies 401k administration for plans with account values up to $500,000
RPS Retirement Plan Advisors Launches Pooled Employer Plan
“RPS SmartCourse Savings Plan” allows employers to take advantage of combined plans that are cost-effective and reduce liability
401k Litigation Spike Spurs Trend in Fiduciary Outsourcing
If it seems like just about every week you hear about another lawsuit being brought against a 401(k)…
8 Mistakes to Avoid When Administering a 401k Plan
Between helping patients and running their businesses, physicians are incredibly hard-working individuals. My own advisor practice is dedicated…
DAiM Launches ‘First ERISA-Compliant’ Bitcoin 401k Plan
Newport Beach, Calif.-based asset manager Digital Asset Investment Management (DAiM), which bills itself as the first licensed Registered…
Be a Chef, Not a Cook, When Serving Up a Great 401k Plan
With the help of the Food Network and Hollywood movies, top chefs have become stars in their own…
How to Quarantine Your Practice Against the ‘Fiduciary Flu’
During this Covid-19 crisis, what skills did you draw upon so that you could properly serve your clients?…
The Case for Hiring an ERISA 401k Plan ‘CEO’
“John started his business with a few dollars and an idea. John’s idea, and hard work, paid off;…