chalk talk PLANADVISER March/April 2014

New 408(b)(2) Amendment

Fee disclosure standards are here!

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PLANADVISER Staff

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Data & Research

December 6th, 2023

Why Small 401(k) Plans Should Remain Wary of Hidden Fees

Advisers should identify key fee drivers to protect participant outcomes, particularly for plans of less than $1 billion.

Compliance

August 10th, 2023

ERISA Complaint Against AT&T Returned for Review by Appeals Court

A complaint alleging AT&T’s benefits committee failed to properly report brokerage commission paid to Fidelity has been remanded back to...

Compliance

July 18th, 2023

Verizon Settles 401(k) Complaint for $30M

The agreement is still pending court approval but would end 7-year court case.

cover story planadviser November/December 2013

Where Do You Stand?

2013 PLANADVISER Practice Benchmarking Survey: Evaluating your peer group to benchmark your practice

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June 12th, 2025

Report Reveals Opportunities in CRM Adoption, Impact

Insightly’s 2025 report showed a gap between the potential of customer relationship management in the AI era and how teams...

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More Than Half of Plan Advisers Expect to Use AI

Adviser practices using artificial intelligence may become a reality in the next 12 months, according to BlackRock surveying.

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November 15th, 2023

Looking to Benchmark Managed Accounts? This Firm Has a Report for That

Fiduciary Decisions explains its process for comparing personalized managed accounts to options such as target date funds.