Pontera, Supporters Make Case Against Recordkeepers Restricting 401(k) Access
Industry leaders argued in a webinar that participant consent, rather than recordkeeper approval, should determine access to retirement account data...
Tag: plan data
GAO Asks DOL to Clarify Permissible Participant Data-Sharing Practices
A Government Accountability Office report found that most of the 31 service providers it examined did not follow ‘leading privacy...
RightBRIDGE Rollover Analysis Integrated With Retirement Learning Center
The partnership gives RightBRIDGE users access to detailed employer-sponsored plan data.
PANC 2018: Now What?
How retirement plan advisers need to function as business owners in order to grow their practices.