Adviser Product Partnerships
IPX Retirement partners with benefits provider and advisory on plan solutions; FIDx adviser partnerships lead to $1B in annuity contracts; Integrity partners with Community Care Agency on benefits for Asian American Seniors.
Empower Hit With Government Markets Lawsuit
The complaint has alleged fiduciary breach under the Investment Advisers Act.
Public Plans Database Now Includes DC Plan Information
Users can get information on DC assets, membership, investment options, contributions, plan types and provisions.
ERISApedia Adds 457 Plan eSource to List of Titles
Timothy McCutcheon, publisher of ERISApedia.com says the e-book will allow 457 plan professionals to find guidance on their compliance issues easily and quickly.
Tax Reform, Fiduciary Rule Impact 403(b) and 457(b) Plans
The National Tax-Deferred Savings Association updates its reference guide ‘The Source’ to reflect last year’s tax reform and the DOL fiduciary rule derailment.
Penn State to Adopt Fee-Leveling Approach in Retirement Plans
An announcement also notifies plan participants about revenue sharing paid to TIAA from some investment funds and says revenue sharing will be rebated to participants.
NTSA Issues Best Practices Guide for 403(b) and 457 Plans
The guide includes information on rollovers, loans, hardship withdrawals and much more.
FPS Group Updates IPX Platform Supporting 403(b), 457(b) Advisers
The IPX platform provides RIAs with a more manageable entry point into the complex 403(b) and 457(b) markets by streamlining the requisite custody, trust, trading and administrative services.