Advisers Satisfied With Providers
Plan advisers are, for the most part, satisfied with their current providers.
Tag: Fiduciary adviser
PANC 2012: The Future for Fiduciary Advisers
The Department of Labor’s (DOL’s) re-proposal of the definition of fiduciary is another indication that fiduciary responsibilities are increasing, and broker/dealers in particular could be impacted.
Web-Based Fiduciary Educator Launched
AXA Equitable developed a website to inform 401(k) and 457 plan sponsors about fulfilling their fiduciary obligations.
Sponsors Still Need Help After Fee Disclosure Deadline
Although the 404(a)(5) participant fee disclosure deadline has passed, advisers continue to play an important role in helping plan sponsors and participants understand fee disclosure statements.
NAPFA Elects Locker as National Chair
Lauren Locker was elected national chairman of the National Association of Personal Financial Advisors (NAPFA) on August 31 to fill the recently vacated position.
Advisers and Annuities Boost Retirement Confidence
Retirement confidence is high for both Baby Boomers and Generation X, according to a report from the Insured Retirement Institute (IRI).
Mesirow Offers Webinars About Fiduciary Landscape
Mesirow Financial’s Investment Strategies group is hosting a series of educational webinars titled “Fiduciary Responsibilities and Outsourcing Options.”
Callan Hires Consultant for Fund Sponsor Group
Callan Associates announced that Dana R. Brown joined the company's Fund Sponsor Consulting group as senior vice president on July 30.
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Adviser Is Driver of Retirement Readiness
Working with a financial adviser is one of several steps participants can take to improve their readiness for retirement and become more confident in making financial decisions, according...
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Current Events
As a kid, I thought that summer—synonymous with vacation—meant I didn’t have to keep up with things happening outside my small universe.
Matrix Financial Solutions Enhances RetireTool(k)it
Matrix Financial Solutions updated its Matrix RetireTool(k)it.
John Hancock Unveils Program to Help Show Value
A program designed to help retirement plan advisers demonstrate their value and build stronger client relationships was launched by John Hancock Funds.
Financial Planning Association to Offer FiPath Tools
The Financial Planning Association (FPA) announced it would offer FiPath for Advisors tools to its members through a strategic collaboration with FiPath.
Schwab Rolls Out Investment Tools, Training in Plan Design
A support tool and program suite for advisers from Schwab Retirement Business Service combines investment management tools, and fiduciary and plan design training.
MassMutual Announces Revised Fiduciary Guide
To help retirement plan fiduciaries navigate the maze of changing regulatory requirements, MassMutual's Retirement Services Division updated its fiduciary guide.
More DB Sponsors Looking for Fiduciary Investment Managers
An SEI quick poll of 50 corporate defined benefit (DB) plan sponsors found 26% use a 3(38) fiduciary manager.