Browsing Category
Industry Webinars
10 posts
CITs in Focus: Latest Trends Driving the Rapid Growth of CITs and Outlook for the Future
Collective investment trusts (CITs) are steadily gaining pace as the investment vehicle of choice for intermediaries with growth…
Over the Target: Custom TDFs and Managed Accounts in 401(k) Plans
About the Webinar Much is made of the increasing need—and demand—for customization in retirement plans, and custom target-date…
Ascending Through the Fire With an Evolving Fiduciary Governance Approach
Many plan sponsors have passed through the fire as a result of the economic impact of COVID-19 and are trying…
Unique insights in to the demographics, knowledge, and behavior of empowered HSA participants
With more than 25 million consumers enrolled, health savings accounts (HSAs) are quickly becoming the tax-advantaged account and…
Is the Fiduciary Standard Being Dismembered or Strengthened?
Join Blaine Aikin, Executive Chairman of Fi360 and CEFEX, and Duane Thompson, Fi360 senior policy analyst, as they…
How Mandatory Force-Outs Turned into a Fiduciary Concern
The mandatory force-out used to be an administrative afterthought. Use what the record keeper offered and move on. …
Aligning ESG Investments and Trends with Participant Values
ESG investing saw a 33 percent growth of professionally managed assets — to $8.72 trillion — from 2014…
Understanding the causes of 401(k) litigation and how to avoid a lawsuit
Blaine Aikin, Executive Chairman, Fi360 and CEFEXDuane Thompson, Senior Policy Analyst, Fi360 (Click on the video above.) A…
An Introduction to Stable Value Funds
Stable Value Funds are already used in the majority of 401(k) plans. Recent regulatory changes around a substitute…
How much is your reputation worth?
Warren Buffet famously said: “It takes 20 years to establish a reputation and five minutes to ruin it.…