chalk talk Summer 2007

Cease and Desist

Plan advisers must stop selling 401(k) plans—immediately

Reported by

Steff C. Chalk

To access this premium content, please sign up for a free account!

You Might Also Like:

Products & Services

April 22nd, 2025

Comparing Insured and Non-Insured Payout Options

A recent issue brief from the American Academy of Actuaries examines the insured and non-insured options currently available that can...

Data & Research

April 17th, 2025

Plan Sponsors Remain Focused on Workforce Retirement Benefits

Repositioning defined contribution plans as income programs could be the best path forward, according to a recent MetLife study.

Data & Research

April 10th, 2025

Milken Institute Supports Steps to Increase Adoption of In-Plan Lifetime Income Solutions

The think tank says three things would expand access: labeling in-plan lifetime income solutions as distinct asset classes, refining safe...

sales champ Summer 2007

Head of the Class

Do designations matter?

Reported by

PLANADVISER Staff

To access this premium content, please sign up for a free account!

You Might Also Like:

Products

February 1st, 2019

Chicago Booth School Offers CIMA Education for Advisers

The program allows candidates to learn the CIMA curriculum at their own pace, while also providing an opportunity to engage with Chicago Booth faculty through live online and...

In Practice

June 21st, 2017

Window Opens to Comment on CFP Conduct Standards

CFP Board released a draft of proposed revisions to its Standards of Professional Conduct for a 60-day public comment period, running through August 21, 2017.

Products

December 7th, 2016

Partnership Targets Adviser Education and Innovation

Voya and the American College of financial Services announced a new partnership aimed at directly supporting advisers and boosting client satisfaction and retention.