| Sponsored message from JP Morgan |
| Are your clients concerned about DC plan fees? |
| Reducing plan costs is a primary reason why sponsors consider a change in recordkeepers. J.P. Morgan’s 401(k) Fee comparison tool can help you compare your clients’ current fees with the 401(k) Averages Book, discover potential savings and document your due diligence in addressing clients’ plan fees.
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| The Right Pick |
| Russell Hooker, executive vice president at TPA firm Nova 401(k) Associates Inc. in Houston, thinks of a good plan adviser as acting like a general contractor, playing an overall leadership role but delegating work as needed to skilled experts on the team. “A good leader is not afraid to lean on other team members, based on their expertise,” he says.
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| DTCC to Launch New Fiduciary Insurance Profile Service |
| The new service, known as Insurance Profile, facilitates compliance with the Department of Labor fiduciary rule during the sale and service of annuities.
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| Invessense Partners with MX for Account Aggregation |
| The partnership will help advisers better analyze their clients’ financial situations while offering guidance around 401(k) plans, retirement accounts and other funds earmarked for retirement.
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