| Regulatory Change Brewing Beyond Fiduciary Rule |
| Focus on DOL’s fiduciary rulemaking is understandable—but there are other major regulatory changes in the works that will directly impact retirement plans. Beyond its own focus on fiduciary advice issues, the Securities and Exchange Commission is in the process of implementing major money market fund reform provided for under rulemaking adopted in July 2014.
Read more > |
|
| Discovering New Sales Territory |
| A retirement plan adviser who wants to expand his client base can try out a number of steps and strategies. One way to keep developing a focus, experts say, is to identify a target market—finding a specialty and seeking out strategic partners. Pinpointing such a market is fundamental, says Scott Buffington, national sales manager at MassMutual Retirement Services in Boston.
Read more > |
|
| Experts Advise Investors to Accept Short-Term Volatility |
| With financial market headlines dominated by events in Greece and China, market volatility has led to significant equity price swings in recent weeks. Despite the ups and downs, investment managers and strategists overwhelmingly urge retirement plan advisers to counsel participants to remain invested and level-headed.
Read more > |
|
