Recent Posts
The Players Behind a 401(k) Plan
May 24, 2018Building and maintaining 401(k) plans require a comprehensive array of administrative and investment professionals. They are subject to many rules and regulations from not just the DOL, but from the SEC, and now possibly FINRA too. Do you know the specific roles and duties of the "players" involved in a 401(k) plan? Many advisors, plan sponsors, let alone plan participants, do not.
The Pulse on the Defined Contribution World
May 17, 2018The 2018 Annual DC Pulse Survey (by Blackrock and Market Strategies International) findings are in. In an effort to align the concerns and needs of plan sponsors and participants alike, we have compiled some of the findings that we think need immediate attention from our industry in this infographic.
