PANC2017: Improving Plan Design for Retiring Participants
Participants age 50 and older need more personalized advice, advisers say.
Tag: Self-Directed Brokerage
Fidelity Found Not Liable in Excessive Fee Suit
Participants
of the of the Delta Family-Care Savings Plan sued Fidelity entities regarding excessive fees charged
for the plan’s advice offering as well as its self-directed brokerage account
(SDBA) option.
Re-Enrollment Can Answer Several Plan Problems
It can improve participants’ portfolio construction, asset
allocation and also participant outcomes. So what should advisers tell
reluctant plan sponsors about auto re-enrollment?
Mercer Adds to Benefits Platform
Mercer's Outsourcing business has added three services to its benefits administration platform all related to financial planning.
Merrill Edge Enters Online Trading Fray
Bank of America Merrill Lynch plans to launch a discount online brokerage aimed at young and new investors on Monday, according to published reports.