IMHO: Duty Calls?
When it comes to qualified retirement plans, there are three kinds of people: people who are fiduciaries and know it, people who aren’t fiduciaries and know...
Tag: PPA
ProNvest Introduces Open Platform of Portfolio Managers
ProNvest Inc. has rolled out a new service designed to assist plan sponsors with their fiduciary liability in offering managed accounts.
investment-oriented
A Calculated Risk
Risk-based funds remain popular on plan menus. Why some plans pick them, and how some advisers benchmark them
fiduciary fitness
Getting from Here to There
PPA provides some help for fiduciaries mapping participant investments
regulatory radar
Andrews Bill Raises Questions
Is this the end of the road for the PPA’s fiduciary adviser?
chalk talk
Special Treatment
Where fiduciary governance, employee meetings, and asset allocation converge
servicing strategies
A Wise Choice?
Advisers giving advice through the PPA's fiduciary adviser provision must play by rules that still are not final
IMHO: A Window of “Opportunity″
The past year has brought with it an extraordinary amount of change to our industry.
Bringing a PPA Fiduciary Adviser to a Retirement Plan
Suggesting that many retirement plan advisers will become fiduciary advisers under the Pension Protection Act (PPA), attorney Fred Reish, Partner at Reish Luftman Reicher & Cohen, said plan...
PPA to Pump Up 529 Sales Interest Among Advisers
A quarter of financial advisers who do not now sell 529 college savings plans intend to start offering them as a result of the Pension Protection Act (PPA).
More DC Participants Means More Questions
An anticipated 20% increase in defined contribution (DC) participants between 2007 and 2011 means a pool of 9.6 million people with potential questions regarding their plan, according to...
Advisers Excited About Growth Opportunities from PPA Provisions
About seven in 10 advisers surveyed by Fidelity believe their business will be a major beneficiary of the Pension Protection Act (PPA), predicting growth between 10% and 49%...