SIFMA Sends DOL Study About Fiduciary Rule Effects |
The study suggests advisers have pared back products and services for retirement investors, and compliance with the fiduciary rule will be costly.
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Provider Call Centers Aim to Educate About Hardships and Alternatives |
Some providers train call center staff to educate participants about the implications of taking a hardship and other options.
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DC Participants Mostly Stay Put in Investments in July |
There was only one day of above normal trading throughout the month, according to Alight Solutions.
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CUNA Enhances Tech Offerings for Advisers |
The new PlanOnTarget initiative gives CUNA’s adviser clients new digital capabilities including self-service dashboards and enhanced analytics.
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