Tag: Recordkeepers

Adviser Picks

In a crowded field, which providers and investments stand out?

The Value of Data

By threading data through an AI interface, recordkeepers create a custom participant experience
Art by Muhammad Mustafa

A Commanding View

Our annual survey reveals advisers' top choices in service providers

The Next Level

The various approaches to expanding your business

Best Interest in Mind

Plan sponsors are likely to ensure that advisers are keeping participants' best interests in mind when recommending rollovers, even though the fiduciary rule has been vacated.

Georgetown University Targeted by Familiar ERISA Breach Allegations

Plaintiffs argue it was inappropriate to allow three recordkeepers to supply the plans with a separate menu of investment choices, including mutual fund share classes that charged higher fees than other alternatives that offered the same investment strategies or less expensive share classes of the exact same investment fund—or both.