Advisers Compete With Internet for Investment Advice to Participants |
A survey found the two tied as the most commonly used resource for helping with investment allocation among 401(k) participants.
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DOL Accuses Firm of Prohibited Retirement Plan Loans |
The suit alleges a law firm president and owner caused the company’s retirement plan to loan thousands of dollars to real estate deals he controlled.
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Guide to Delegated Investment Management Issued |
Willis Towers Watson says delegation, i.e. turning over certain administration or compliance functions to a third party, isn’t always a simple outsourcing solution.
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Retirement Industry People Moves |
Mitchem leaves State Street for Wells Fargo; Manning & Napier CEO Retires; Aberdeen Appoints Head of Distribution.
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Basic Training |
The Department of Labor is beginning to examine the training of plan committee fiduciaries, which is why advisers should consider helping plan sponsors with this task.
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