Merrill Lynch Wins Dismissal of Excessive Fee Case |
The U.S. District Court for the Southern District of New York has found that Merrill Lynch was not acting in a fiduciary capacity under ERISA by presenting a roster of funds from which 401(k) plan trustees could choose plan offerings.
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Parents Using Retirement Savings for Non-Emergencies |
When asked which is a higher priority, 67% of parents surveyed for T. Rowe Price’s 2016 Parents, Kids & Money Survey said saving for their children’s college education is more important than saving for retirement.
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Get to Know the PLANADVISER Top 100 Advisers |
The qualification standards have risen considerably since the first list, as specialist advisers and consultants have built their practices.
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Firms Partner to Provide DC Retirement Plan Platform |
Folio Institutional and KTRADE now offer advisers and their DC plan sponsor clients high value, enhanced retirement plan administration, investment selection and fiduciary liability management services.
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