Don’t miss your chance to be included in the 2018
PLANADVISER Top 100 Retirement Plan Advisers! Again this year, in an attempt to
minimize the number of surveys we ask you to complete, we have combined the Top
100 questionnaire with our annual Retirement Plan Adviser Survey. It’s set to
close tomorrow, so complete the survey today!
The principal of financial adviser inclusion and
diversity at Edward Jones reflects on her job leading the advisory company’s
revamped diversity efforts—informed by her own first career as an adviser in
Envoy Advisory is accused of breaches of fiduciary duty,
inadequate disclosures and compliance deficiencies. Most of its clients are
small to medium-sized non-profit, faith-based organizations that sponsor ERISA
Section 403(b) retirement plans for employees.
The Internal Revenue Service announced that 401(k)s and
similar employer-sponsored retirement plans can make loans and hardship
distributions to victims of Hurricane Irma and members of their families. This
is similar to relief provided last month to victims of Hurricane Harvey.
“Engagement is grounded in emotional factors like,
feeling secure, having confidence about the future and feeling in control,”
says Laurie Rowley, co-founder of NARPP. “Trust catalyzes the efficacy of these
emotional factors into improved financial decision-making.”