by admin | Mar 7, 2018 | Everything Else, Institutions, Plan Sponsors
Obviously there is no such design but there are actions that can be taken to significantly minimize the probability of being sued. Please read the entire article here.
by admin | Feb 16, 2018 | Everything Else, Individuals
Please click here to read the entire article.
by admin | Jan 22, 2018 | Everything Else, Institutions, Plan Sponsors
Vanguard’s dominance in the defined contribution world is well recognized. Many recordkeepers/custodians have made Vanguard funds available under their open architecture platforms for plan fiduciaries to elect as investment options under their plans. However,...
by admin | Nov 30, 2017 | Everything Else, Institutions, Plan Sponsors, Regulations
The reasons for affiliating with a brokerage have changed as adviser compensation has evolved. Please read the entire article here.
by admin | Nov 29, 2017 | Everything Else, Institutions, Plan Sponsors, Regulations
Some providers are paying incentive compensation to representatives to promote their managed accounts to participants. Please read the entire article here.