Retirement plan advisors can get help with marketing, prospecting, and sales, as well as motivation and best practices. Tips, problem-solving, and financial industry rules keep your business running smoothly.
Both firms, and many more, have been sued by employees in class action lawsuits over the PRT deals made with insurance company Athene Annuity & Life, alleging the firm "breached their fiduciary duties," however, district courts issued split rulings on these 2 cases.
Larry Fink, CEO of the world’s largest asset management firm, said "unlocking private markets" is key, and asks investors in his annual letter, “If private assets perform so well, why aren't they in your 401(k)?”
For our first episode, we're joined by Chelsea Ryckis, the 2024 BenefitsPRO Advisor of the Year and co-founder of Ethos Benefits. She shares her thoughts on the current state of employee benefits, how transparency and fiduciary shifts are impacting advisors and employers, her favorite music (kind of...) and more!
The Plan Sponsor Council of America has launched 403(b) Day to effectively help nonprofit employers promote 403(b) plans and engage plan participants in retirement planning, similarly to 401(k) Day.
After an end to pandemic-era relief on student loans during the Biden administration, reporting of student loan delinquencies resumed Jan. 1, which will hit credit reports for missed payments beyond 90 days past due, according to new research.
Fiserv CEO Frank Bisignano faced tough questions about DOGE cuts before the Senate Finance Committee this week, but members voiced their expectations that he will be confirmed as the next Social Security commissioner.
Shortly after President Biden signed the new law in January, the SSA announced that payments to police and firefighters would be delayed, however, the agency has now been able to expedite payments by use of automation.
The aerospace firm violated its fiduciary duties by using an in-house service provider and affiliated target date funds, according to the class action lawsuit filed by plan participants.
Tim Walberg, Chairman of the House Committee on Education and Workforce, sent a letter to new Labor Secretary Lori Chavez-DeRemer urging her to kill the controversial new fiduciary rule, which has been beset with lawsuits.