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.
DC’s Fiduciary Pulse
To help them protect defined contribution retirement plans, independent ERISA attorneys like those at Groom Law Group keep a finger on the pulse of policy developments in Washington D.C.
Richter-Gordon, Chamberlain Launch Firm to Vet Lifetime Income Options in 401(k)s
Fee-only “Annuity Research & Consulting” debuts today with goal of transforming the DC plan industry’s approach to investigating annuity options
Nestimate Debuts Software Solution for In-Plan Guaranteed Income Products
Software billed as giving plan advisors, consultants and sponsors a scalable way to implement lifetime income into retirement plans
Plan Sponsors Spending Half Their 401(k) Time on Admin Work That Could Be Outsourced
New Pentegra survey released in conjunction with “3(16) Day” celebrating fiduciary expertise
Broadridge Expands AIF Training to Underrepresented Groups
Along with Broadridge Financial, Envestnet and diversity-tech platform Choir will partner to offer training for 100 financial professionals
New Year’s Resolution: Most Young People Should Not Save for Retirement in Their 401(k): Part 2
Save all you can in your 401(k); but don’t limit it to retirement preparation, says contributing author Jack Towarnicky
intellicents Goes to Pot
The high-profile independent financial services firm is capitalizing on the cannabis opportunity in employee benefits
December Top Advisor by Participant Outcomes (TAPO)—Keith Gredys
Combine plainspoken Iowa advice and highly proficient technical knowledge, and you get Keith Gredys. You also get significant…
The Opportunity (and Liability) in Healthcare Fiduciary Guidance
Plan sponsor clients are overwhelmed by new regulations requiring a fiduciary process in healthcare plan design. Top advisor Jamie Greenleaf points to the retirement plan space for answers
November Top Advisor by Participant Outcomes (TAPO)—Doug Prince
A Laser-Like 401(k) Focus “We’re different in that our core belief is to do one thing extremely well.”…