| What Can 403(b) Plan Sponsors Learn from Litigation? |
| A review of fiduciary governance and the liability insurance policy can help 403(b) plan sponsors steer clear of the litigation whirlwind hampering the industry today.
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| IRA-to-IRA Transfers |
| Does the DOL fiduciary rule apply when I recommend that an individual retirement account owner transfer his IRA account to one that I will advise? In a word, the answer is yes.
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| Callan DC Index Shows Strongest Yearly Gains Since 2006 |
| The 3% return on the standard equity portfolio measured during the second quarter pushed the decade-old DC plan investing index to a record-breaking year.
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| Default Thinking |
| How to talk with plan sponsors about switching to managed accounts as the QDIA. One adviser says “everybody is asking about managed accounts, but nobody wants to be the first to take the plunge.”
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| Nevada's New Standard |
| Might other states apply this fiduciary guideline to advisers?
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