10.05.2019 04.29 GMT+0000
25.04.2019 01.27 GMT+0000
• The settlement focuses on limiting the ability of the current recordkeeper (Fidelity) and any future recordkeeper from using participant data.
11.04.2019 07.34 GMT+0000
Plan fiduciaries rely on disclosure to protect participants from plan providers whose economic interests conflict with the best interests of participants. This reliance is misplaced.
20.03.2019 01.42 GMT+0000
Is Your Recordkeeper Undermining Your Initiatives?
04.03.2019 07.47 GMT+0000
Plan recordkeepers, facing challenges to their traditional revenue models, are looking for new revenue sources. These new sources pose legal challenges for the recordkeepers and practical challenges for plan fiduciaries.
06.02.2019 01.46 GMT+0000
“Bundled” retirement plan recordkeepers have significant financial incentives – and a surprising number of strategies—to convince employees to roll assets into IRAs.
12.12.2018 06.53 GMT+0000
Initiatives to provide participants with protection from conflicted service models frequently meet with resistance from…the financial industry. What can employers do?
27.11.2018 04.33 GMT+0000
Want To Buy A Bridge? Retirement Plan Providers Profit from Participant Confusion.
07.11.2018 11.35 GMT+0000
Retirement plan recordkeepers are seeing ongoing pressure on fees. Their approach to developing alternative revenue sources could have implications for plan fiduciaries.
27.09.2018 04.19 GMT+0000
Federal securities law may contain some helpful insights for retirement plan fiduciaries, as they assess disclosures supplied by service providers.