Browsing Tag
Fiduciary
617 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.
How Well Are 401(k) Advisors Adhering to PTE 2020-02?
Activity was equally split between unsolicited and recommended rollovers
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
Why CITs Continue to Climb: Wealth@wor(k) 2022
For participants and advisors, a once-steep CIT learning curve is starting to flatten
More M&A: The Standard Will Buy Securian’s Recordkeeping Business
The newly combined business "will provide enhanced product offerings that will expand relationships with plan sponsors and distribution partners"
A ‘Smart’ 4-Pronged 401k Strategy: Wealth@wor(k) 2022
'Our longer-term strategy is about delivering more and better personalized solutions'
5 Reasons for a Frustrating Financial Wellness ‘Gap’: Wealth@wor(k) 2022
'Retirement advisors have an opportunity to seize the high ground'
Americans Face ‘Financial Vortex’ of Retirement Savings Challenges
Gen X and Baby Boomers feel behind and not very confident they can reach their goals
Is 401(k) Fintech An Investment or Expense?
How you answer this question will likely determine your practice’s future
Beware: Target Date Funds Ignore Sequence of Return Risk
Unlike in 2008, there could be lawsuits for ignoring it
Most Young People Should Not Save For Retirement in Their 401(k)
401k plans can be very effective tools for smoothing consumption over a lifetime