Tag: Plan Documents

"Fiduciary" is a word that is widely used but frequently misunderstood in the world of retirement plans.

Leveraging your relationships with providers and wholesalers to increase your value proposition

Fees now top reason to switch providers

What do the Department of Labor fee initiatives mean for advisers?

cover story

Measuring client satisfaction is vital to keeping the relationship with a plan sponsor intact

The price we pay for the incompetence we receive

Financial firms hone message to customers in crisis

Reviewing the rules about 401(k) hardship distributions

Boeing 401(k) fee case sanctioned as class action

A view of a recent product development

You need to track it to know you are on it

Once the province of large plans, "hybrid" cash balance now makes sense for micro plans

How to draft and monitor an investment policy statement

EBSA issues new participant disclosure regulations

When it comes to fees, what is reasonable?

The real cost of delivering retirement savings plans

The view from the 403(b) summit

How do advisers make the most of the change all around them?

What effect does a retirement plan adviser have on a plan?