Browsing Tag
Fiduciary
615 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.
The Value of Guaranteed Income In-Plan Solutions: GRPAA 2022 Industry Leaders Summit
Plan sponsors are interested but overwhelmed by guaranteed products
How to Define Convergence in the 401k Industry: GRPAA 2022 Industry Leaders Summit
'American workers definitely need our help and private wealth is now stepping over them'
February Top Advisor by Participant Outcomes (TAPO)—Rodney Balbuena
Speaking Truth to Build Trust Rodney Balbuena‘s bilingual skills serve him exceptionally well. As a member of Southern…
January TAPO Will Hackler on Being ‘The Best They’ve Ever Seen’
Will Hackler is a big personality with a big book of 401k business, and he’s also our Top…
401(k) Market Minute: Major Win for Jerry Schlichter, Target Date Fiduciary Traps, and More
Here's what's happening.
Cybersecurity A Major SEC Focus in 2022: Wagner Law Group
'Threat of a cyber-attack is so constant and significant for every market participant that it should be viewed as a substantial likelihood'
Incredible Value of 401k Participant Data is Again Reinforced
Plan sponsors and providers are helping participants address their 'next dollar' problems
401k Market Minute: Auto Portability’s Big Boost, Gensler’s Grace Under Pressure, and More
Here’s what’s happening this week
The $3 Trillion Gamble Fiduciaries Are About to Regret
'It's a risk with the potentially dire consequence of depleting lifetime savings that cannot be replenished with paychecks'
National Urban League, NAACP Endorse 401(k) Auto Portability
'The NAACP is committed to being a partner in advancing the implementation of auto-portability as an essential tool to address racialized economic inequities'