Opinions |
IMHO: Fifth "Avenues"
August 9, 2011 (PLANSPONSOR.com) - The year we began publishing PLANADVISER - 2006 - was a big year in many...
Tag: Fiduciary
Benefits |
Catching Up on PSNC 2011 Coverage
August 7, 2011 (PLANSPONSOR.com) - In June we held the sixth annual PLANSPONSOR National Conference.
SURVEY SAYS: How Much Do Your Participants Think They Pay for Their Retirement Plan?
August 4, 2011 (PLANSPONSOR.com) - As our industry continues to take steps toward fee disclosure, what remains...
Opinions |
IMHO: “Free” Ride?
August 3, 2011 (PLANSPONSOR.com) - I was late to the NetFlix game – switching over only when my local...
ASPPA Clarifies Stance of Definition of Fiduciary Proposal
July 28, 2011 (PLANSPONSOR.com) - In light of recent statements regarding its position on the proposed definition of fiduciary regulation,...
Attorneys Support New Proposal for Fiduciary Definition Change
July 26, 2011 (PLANSPONSOR.com) – Legislators have suggested that the U.S. Department of Labor re-propose its change to the definition...
Borzi Makes Case for Fiduciary Definition Change
July 26, 2011 (PLANSPONSOR.com) - Phyllis C. Borzi, Assistant Secretary of Labor, Employee Benefits Security Administration, told legislators it is...
Products |
FCRC Apps Announces New Release of eFiduciary.net
July 22, 2011 (PLANSPONSOR.com) - FCRC Apps, LLC, a software development firm, has announced the release of version 3.0 of...
Products |
Providers Team up on Fiduciary Services
July 21, 2011 (PLANSPONSOR.com) - Safe Harbor Asset Management (SAM) has announced its partnership with MilleniuM Investment & Retirement Advisors...
Products |
Rafalko Acquires Piedmont Independent Fiduciaries
July 21, 2011 (PLANSPONSOR.com) - Former managing director at Wachovia Securities, LLC and founder of Rafalko Investment Advisory, LLC Celia...
Pension Rights Center Urges Support for Change to Fiduciary Definition
July 20, 2011 (PLANSPONSOR.com) – In a letter to Congress, the Pension Rights Center urged legislators to support the Department...
Products |
The Principal Releases Fiduciary Warranty
July 20, 2011 (PLANSPONSOR.com) – The Principal Financial Group has announced the release of The Principal Warranty, designed to help...
Borzi Chats about Upcoming Definition of Fiduciary Rule
July 15, 2011 (PLANSPONSOR.com) – The U.S. Department of Labor’s Employee Benefits Security Administration is working to finalize its proposed...
DoL Extends Applicability Dates for Fee Disclosure Rules
July 13, 2011 (PLANSPONSOR.com) - The Department of Labor’s (DoL) Employee Benefits Security Administration has issued a final rule that...
Products |
Edward Jones and CPI Launch 401(k) Program
July 13, 2011 (PLANSPONSOR.com) - Kansas-based retirement service provider CPI Qualified Plan Consultants, Inc., has announced the release of a...
CFOs Concerned About Growth, Survey Finds
July 13, 2011 (PLANSPONSOR.com) - The Deloitte CFO Signals survey for the second quarter of 2011 found that chief financial...
CFOs Concerned About Growth, Survey Finds
July 13, 2011 (PLANSPONSOR.com) - The Deloitte CFO Signals survey for the second quarter of 2011 found that chief financial...
Fiduciary Services not Top of Focus in Looking for Providers
July 12, 2011 (PLANSPONSOR.com) - Although regulatory changes to fiduciary responsibilities and disclosures loom on the horizon, plan sponsors of...
Sentinel Benefits Acquires Schloss & Company
July 12, 2011 (PLANSPONSOR.com) - Eugene Schloss, founder of Schloss & Company, is retiring after 39 years of providing retirement...
Charles Schwab Adds to Executive Team
July 12, 2011 (PLANSPONSOR.com) - The Charles Schwab Corporation has announced the appointments of Omar Aguilar, Brett Wander, and John...