| Investment in Sequoia Fund Target of Another Retirement Plan Suit |
| The lawsuit claims retirement plan fiduciaries breached their ERISA duties by continuing to offer the fund, because it was not diversified.
Read more > |
|
| Are Your Clients' SPDs Accessible and Readable? |
| Plan advisers can consult with plan sponsors about their summary plan documents (SPDs) and determine if they are simple enough for employees to understand while also not subjecting sponsors to legal trouble.
Read more > |
|
| Retirement Industry People Moves |
| Fidelity CEO Abigail Johnson to Succeed Father as Chairman; Hatteras Welcomes Back Managing Director; AB Creates Chief Marketing Officer Role
Read more > |
|
| Webcast: How to Differentiate Your Services Post Fiduciary Rule |
| As the retirement industry continues to evolve, we anticipate that more firms will allow advisors to deliver basic 3(21) fiduciary services vs. education-only services. But this shift will likely make it more difficult for today’s specialists to differentiate based upon their ability to serve in a co-fiduciary capacity. Plan design, governance, and operational assistance will become more difficult for these new advisors to master. This webcast explores how today’s specialists can position and scale their non-investment related services.
Read more > |
|
