Browsing Tag
Fiduciary
611 posts
Back to the Future? Monetization of the 401k Participant Relationship
Given the recently settled and outstanding litigation, it seems imprudent for plan sponsors to engage in practices that may increase liability.
The Benefits of a Nonqualified Plan Focus: Jeff Acheson
'You should know this market because it could be additional revenue and help you build a moat around your qualified plan business'
Cerulli Sees Increased Recordkeeper, Advisor ‘Coopetition’
Recordkeepers will need to balance satisfying plan advisors and maintaining relationships with aggregators
Maryland’s State-Run IRA Is Different, Better, and Still Less Than Optimal
At this point, ALL Maryland workers would be better served by saving in a superior alternative
EBRI President and CEO Lori Lucas to Retire
'Her approach enabled us to stay nimble, responsive, accessible, and relevant to our members'
Morningstar Under Fire for Alleged Anti-Israel Bias
The South Carolina State Treasurer went so far as to threaten to cut ties with the research giant if the situation isn’t corrected
How 401k Consultants Miss the Automatic Rollover Mark
401k plan consultants know that the name of the game is improving participant outcomes, and their ongoing efforts are commendable
SRP’s Shannon Maloney Likes to Make Tough Guys Cry—Here’s Why
Shannon Maloney is a Desert Storm veteran, Managing Director with Strategic Retirement Partners (SRP), and a monthly finalist…
A New Door Has Opened in 401k Target Date Fund Lawsuits
The plaintiff’s bar is watching and will act in the next 2008-like debacle
Americans Know About Delaying Social Security, Still Don’t Care
'Advantages of creating a retirement income strategy that maximizes your Social Security benefits can’t be overstated'