Tag: 401k

15th Anniversary of RPAY: the Prince Group

When the Prince Group won the Retirement Plan Adviser Team of the Year award in 2010, it did not offer 3(38) fiduciary services. Times have changed, says Doug Prince, CEO.

15th Anniversary of RPAY: Barbara Delaney

After exploring a number of large benefits firms that they thought could be potential purchasers, last September, the former PLANSPONSOR Retirement Plan Adviser Team of the Year closed on a deal with HUB International.

15th Anniversary of RPAY: Steve Wilt

Steve Wilt, member of the PLANSPONSOR Retirement Plan Team of the Year in 2007, now works at CAPTRUST. He says he is as busy as ever, though he can now leverage the resources of a national firm.

Talking Points

Worry Forecast What advisers predict will be clients’ 3 greatest worries for the next 12 months, and what clients say those actually are: Source: Nationwide Advisory Solutions, “Advisor Authority...