Tag: Fiduciary

IMHO: Why Bother?

Here’s a question to ask your plan sponsor clients: “Why do you offer a 401(k) plan?”

IMHO: Court “Case”

For all the fuss about fees, a recent friend of the court filing by the Department of Labor reminds us that it’s not just what you...
fiduciary fitness

Default Vault

Department of Labor QDIA regs released
investment-oriented

The Best IPS

The nuts and bolts of investment policy statements

RidgeWorth Launches Plan Adviser Web Site

RidgeWorth Investments has launched a new Web site that has an interactive, customizable retirement plan benchmarking tool and general resources that 401(k) advisers can use to help plan...

IMHO: Goals Oriented

As the New Year begins, we are often of a mind to think about making a fresh start.
investment-oriented

Getting the Word Out

Why employers still shy away from retirement-income products, and what advisers can do about it