Browsing Tag
Fiduciary
613 posts
Being a fiduciary means acting on behalf of another person or entity and having a legal and ethical obligation to put their interests above your own. Essentially, a fiduciary is entrusted with the responsibility to make decisions and manage assets in a way that benefits their client, not themselves. This relationship is built on trust and confidence, requiring the fiduciary to act with utmost good faith, care, and loyalty.
Retirement Income’s Rapidly Increasing Reach: NAPA 401(k) Summit
The focus has now shifted to recognizing there is a 'guarantee gap' in this industry
3 Critical Cybersecurity Issues Advisors Should Know About: NAPA 401(k) Summit
'We feel we’re all in this together'
Hackers Are Back and Targeting Participants: NAPA 401(k) Summit
'This kind of attention-getting information is something to which plan sponsors and participants respond'
Auto Everything (Except Decumulation): 2022 NAPA 401(k) Summit
'It’s going to be very difficult to create a personalized solution unless we engage people'
How to Offer (and Charge For) Student Debt Reduction Help: NAPA 401(k) Summit
The SECURE Act expanded the definition of tuition reimbursement to include student debt
Jason Chepenik’s TAPO Redux: Bigger, Better, More Creative
'My business has doubled in every aspect'
401(k) Auto Portability Featured in Senate HELP Committee Hearing
'Auto portability changes helps demographic groups most adversely affected by cash-out leakage'
Where Does the U.S. Rank in Mutual Fund Fees and Expenses?
'The increased prevalence of unbundled fund fees enables transparency and empowers investor success. However ...'
New Fiduciary Best Practices for Insurance and Annuities: CBCF
Recent legislation has put insurance back on the fiduciary track
House Passes SECURE 2.0
"Half the people that get up and go to work everyday in America are not in a qualified retirement plan," Congressman Neal said.