trendspotting 2017 PLANADVISER September / October

Participants More Engaged

Robust plan design, education and digital tools are helping

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Client Service

September 4th, 2024

Vanguard to Lower Asset Minimum for Digital Adviser Access

The minimum holding to receive financial advice from "robo-advisory" services will drop to $100 from $3,000.

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.

Data & Research

June 25th, 2024

Capital Group Names Top Focus Areas for DC Investment Consultants

Evaluating plan needs and offerings for retirement income, TDFs and participant outcomes top the list for DC investment consultants for...

fiduciary fitness 2017 PLANADVISER July/August

Proprietary Funds

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Though the agency has not fully rescinded the 2024 rule, it indicated it will return to a simpler standard to...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