Recent News

401(k) advisory firms creating in-house financial wellness programs

by Greg Iacurci

Large retirement-plan advisory shops are increasingly adopting their own in-house financial wellness programs as they look to capitalize on an emerging area of client demand, battle ongoing fee compression and try to stand out in a market that’s commoditized traditional service offerings.

» Read More

What Plan Sponsors Must do to Avoid Fiduciary Liability form these 3 Common Fee Blunders

by Christopher Carosa, CTFA

At the source of every headline grabbing fiduciary breach trial is a fee mistake. Of course, not every fee mistake reaches the level of a class action lawsuit. Many are simply “bad decisions.” How can learning more about these everyday fee mistakes help 401k plan sponsors avoid them and the fiduciary liability they bring? Here are three of the most common plan sponsor fee mistakes and what to do to avoid them.

» Read More

Unbiased Perspective

Sign up for our E-Newsletter to Receive Information Important to You

Leaving Site Disclaimer

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving our web site and assume total responsibility and risk for your use of the sites you are linking to. Information and opinions on this site provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. It is given for informational purposes only and is not a solicitation to buy or sell the securities mentioned. The information is not intended to be used as the primary basis for investment decisions, nor should it be considered as advice of professionals, as appropriate, regarding the evaluation of any specific information, opinion, advice or other content.

Click here to proceed