PLANADVISER Top 100 Retirement Plan Advisers Profile of the Day |
For a lot of workers in Florida, the only interaction they have with a financial adviser is through the retirement plan at their place of employment, explains Michael Clark, recognized in the individual category. “We take our job extremely seriously to educate these folks so they make better decisions when they invest for retirement.”
Read more > |
|
MassMutual Unveils Spanish-Language Financial Goal Calculator |
MassMutual has introduced new financial and retirement calculators aimed at a Spanish-speaking audience.
Read more > |
|
Morningstar Launches Portal for Advisers |
The mobile-ready portal includes customized reports of investors’ accounts and provides a more holistic view of their financial situations.
Read more > |
|
Basic Training |
While there is nothing in ERISA that specifically requires fiduciary committee training, such training has come up in 401(k) lawsuits lately. In those cases, the fact that a committee has received fiduciary training has been viewed as favorable.
Read more > |
|