Data Points PLANADVISER May/June 2016

Matches Still Not Universal

About three in 10 plans have yet to provide a match

Reported by

Lee Barney

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Client Service

August 19th, 2024

Fidelity Reports 81% Plan Sponsor Satisfaction With Advisers

Survey results emphasize the importance of DC plan advisers in driving plan satisfaction and activity, according to Fidelity.

In Practice

April 29th, 2024

Retirement Planning for Diverse Populations

Experts discuss why taking into account the diversity of participant populations is crucial in evaluating and designing a workplace plan.

Products

December 7th, 2022

Adviser Product Partnerships

Schwab partners with Envestnet for cloud-based billing solution; AICPA and CIMA launch ESG fundamentals program for accountants; ShareBuilder 401k Waives...

Compliance Consult PLANADVISER March/April 2016

‘Fiduciary’ vs. ‘Suitability’

The difference between the two standards

Reported by

David Kaleda

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Compliance

May 8th, 2025

DOL Stops Enforcing Biden-Era Independent Contractor Rule

Though the agency has not fully rescinded the 2024 rule, it indicated it will return to a simpler standard to...

Compliance

May 6th, 2025

DOL Funding Cut by 26% in Trump Budget Proposal

Trump’s proposed cuts would slash about $3.63 billion from the DOL.

Compliance

May 1st, 2025

GOP House Bills Target DOL Audit Process

The legislation would require the Department of Labor to submit annual reports on the status of its investigations, including those...