Financial professionals Courtenay Shipley at Retirement Planology, Kristen Deevy at Pensionmark, Katrina Bell at Zuna, and Deane Mayerhofer at Strategic Retirement Partners reflect on mentors, challenges, and the 401(k) industry.
Government watchdog slams DOL for not providing necessary guidance about cybersecurity and fiduciary duty, lists types of cyber attacks against retirement plans.
PEPs can be a way to ease the administrative burden and mitigate the risks associated with plan sponsorship, but there's much more to this market than meets the eye.