| Advisory Firm Dodges ERISA Suit Against BB&T |
| In the underlying complaint, the advisory firm was lumped together with the plan sponsor/recordkeeper and accused of permitting fiduciary breaches under ERISA.
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| Sorting Out The Fiduciary Rule ‘Curveball’ |
| The Trump Administration’s Department of Labor still has not amended or replaced the Obama-era fiduciary rule as it has pledged to do; it has simply issued a brief delay and some supplemental interim exemptions.
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| Income and Investment Gaps Face Gen X |
| Baby Boomers and Millennials are the two age groups most frequently considered by retirement industry research, but an increasing number of experts have stressed that Generation X, also called the “sandwich” generation, should be analyzed on its own.
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| 2017 PLANADVISER Adviser Value Survey |
| Our latest proprietary survey of plan sponsors reveals what services from their retirement plan advisers they perceive to be beneficial.
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