Tag: QDIA

IMHO: Making a List

Believe it or not, PLANADVISER Magazine is five years old this year. 

IMHO: Warning “Labels”

Litigation—or more accurately, the fear of litigation—frequently serves to put us on notice.  

EBSA Regulatory Agenda Focuses on Fees

In a live Web chat discussing the Department of Labor’s Employee Benefits Security Administration’s (EBSA) Semiannual Regulatory Agenda, Assistant Secretary of Labor Phyllis C. Borzi said the Agency will...

IMHO: Thanks Giving

Thanksgiving has been called a “uniquely American” holiday, and one on which, IMHO, it is fitting to reflect on all for which we have to...

IMHO: Scale Model

I’ve long had an issue with weight scales, for the perhaps obvious reason that, these days, they frequently deliver a message I’d just as soon not receive.   
dean's list

QDIA Essentials

PLANSPONSOR’s National Conference earlier this summer featured a series of panels titled “Five Things You Need to Know About…” focused on a series of topics.

IMHO: QDIA Essentials

PLANSPONSOR’s National Conference last week featured a series of panels titled “Five Things You Need to Know About…” focused on a series of topics. ...
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Winner’s Circle

Congratulations to Chad Larsen and Stephen Wilt and the STAR Group, our retirement plan adviser and adviser team of the year!
dean's list

Opportunity “Knocks”

The past year has brought with it an extraordinary amount of change to our industry.