Tag: Fiduciary

Portico Wealth Advisors, LLC, a registered investment adviser (RIA) and retirement plan consultancy firm, has created a complimentary diagnostic to help retirement plan sponsors fulfill their fiduciary duty.

The underlying theme of last week’s PLANSPONSOR National Conference was “measuring up."

The National Registry for Unclaimed Retirement Benefits (NRURB) is designed to support fiduciaries and custodians holding retirement benefits that have been left in the plan, unclaimed by missing...

Advisers in the DC Advisory program at UBS Financial Services Inc. will receive fee benchmarking services from Fiduciary Benchmarks, in partnership with BlackRock.

Much to my surprise, my son went to prom this weekend. 

FiduciaCare, an online solution for defined contribution plan sponsors and their advisers, is being offered on the Mid-Atlantic Trust Company platform.

Pioneer Investments is partnering with Fiduciary Benchmarks, Inc. (FBi), a consulting firm specializing in providing plan fiduciaries with information on the reasonableness of fund fees.

I was in London for a few days last week. 

The vast majority of investment committee members surveyed said they prefer a democratic approach. 

There are still changes to be made to 408(b)(2), said Assistant Secretary of Labor Phyllis Borzi, speaking last week.

Employee Benefit Solutions, a human capital consulting firm, has established Ascende Wealth Advisers (AWA), a wholly-owned subsidiary registered with the Securities and Exchange Commission.

Aaron Friedman, national practice leader for nonprofit consulting at The Principal, says "there is still a huge opportunity for advisers to step in and help." 

The U.S. Department of Labor's Employee Benefits Security Administration (EBSA) is hosting a workshop on how to correct certain fiduciary violations under the Employee Retirement Income Security Act (ERISA).

Without question the retirement plan industry has prospered from the long-standing practice of relying heavily – and in some situations, completely - on asset-based fees. ...

Over the past couple of years 401(k) evaluation service BrightScope has made quite a splash.    

Mutual of Omaha said it will begin offering a plan-level fiduciary service option to its retirement plan customers.

Millennium Brokerage Group launched Physicians 401k, a multiple employer plan (MEP) designed for physicians and their practices.

AXA Equitable Life Insurance Company has partnered with Wilshire Associates Incorporated to help plan sponsors meet their fiduciary obligations in screening, selecting and monitoring investment options.

I learned a long time ago that when it comes to things like automobile maintenance, home repair, or gardening, I’m better off hiring an expert.   

Through a relationship with Ibbotson Associates, TIAA-CREF will offer plan sponsors an additional option for independent, third-party fiduciary services.