| ERISA Vista: When Advisers Tout Their Own Services |
| The Department of Labor fiduciary definition delineates how to recommend an adviser who will be a fiduciary to a plan, a participant or an individual retirement account, without acting as a fiduciary himself. But what if I recommend myself and my investment strategies?
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| Significant Gender-Based Wealth Gap Measured by UBS Study |
| The difference owes mainly to the pay gap between men and women, the tendency of many women to take a career break to raise or care for family, and women’s longer life expectancy.
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| Lawton Retirement Joins Firms Making Diversity Push |
| The firm is partnering with bilingual education expert Rebecca Heaton Juarez to deliver broader-based financial wellness and participant educational services in multiple languages.
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| 2017 PLANADVISER Retirement Plan Adviser Survey |
| When choosing recordkeepers and investment managers, the data shows advisers focus on their preferred firms. On the other hand, the character of individual client relationships varies quite widely, but most are founded on an expectation that the adviser will help the plan sponsor with its ERISA due diligence—to select and monitor the most appropriate investments and recordkeepers.
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