Search results for: SCO
BrightScope Offers 401(k) Prospecting System for Advisers
BrightScope has linked up with Acceleration Retirement to offer prospecting and acquisition tools for retirement plan advisers.
beyond (k)
403(b) aware
New 403(b) rules may offer opportunities for advisers to have a "client touch"
practice management
Reaching for the Top
Investment-only DC shops offer advisers more than just an investment menu
servicing strategies
Annuity in 401(k) Clothing
Next best thing to a pension, or just another tired solution in a box?
cover story
The Path Ahead
Plan sponsors want more fee disclosure, and regulators will likely require it soon. That is both a threat and an opportunity for advisers.
BofA Merrill Introduces Financial Wellness Tool
Bank of America Merrill Lynch is introducing a tool to its 401(k) plan sponsor clients designed to monitor and score the "financial wellness" of employees enrolled in their...
IMHO: “Access” Points
On Friday, the Department of Labor, as part of the White House’s Middle Class Task Force, formally unveiled a couple of initiatives.
sales champ
Retirement Plan Adviser of the Year Finalists
PLANSPONSOR unveils finalists for the Retirement Plan Adviser and Retirement Plan Adviser Team of the Year awards.
Wells Fargo Updates Retirement Site
Wells Fargo & Company said it enhanced its online retirement site with interactive planning tools.
Janus Adds Adviser Sales Director in California
Janus Capital Group brought on Matthew Shortal to work with existing clients and identify new business opportunities in the financial intermediary sales channel.
How to Find Plan Sponsor Prospects through Social Networking
Retirement plan advisers can use industry resources and social-networking tools to gain new plan sponsor clients.
cover story
Suiting Up
There’s now no denying it; retirement plan advisers are fiduciaries, or will be soon