The Department of Labor “Fiduciary Rule” requires those who advise people on their retirement plans to act in their clients’ best interests when they provide investment advice for compensation. While partially “implemented” on June 9, 2017, the DOL rule’s complete implementation has been further delayed until July 1, 2019. During the interval, however, there are actions employers and other plan sponsors should consider taking now to proactively minimize risk exposure until a final measure is in effect.
PlanPILOT Recognized as a Top 100 Retirement Plan Adviser
PlanPILOT Named to 2018 PLANADVISER Top 100 Retirement Plan Advisers
CHICAGO, IL – February 01, 2018 – PlanPILOT is pleased to announce it has been named as one of the 2018 PLANADVISER Top 100 Retirement Plan Advisers.
The PLANADVISER Top 100 Retirement Plan Advisers is an annual listing of adviser individuals and teams that stand out in the industry in terms of a series of quantitative measures. These include the dollar value of employer-sponsored retirement plan assets under administration (AUA), as well as the number of plans under advisement.
PlanPILOT was recognized in the “Large Teams With $3.5 Billion or More in Retirement Plan Assets Under Advisement” category.
New Challenges Emerge From Latest Complaint Against NYU
A new legal filing could cause fiduciaries to rethink plan vendors’ use of participant data and these vendors’ cross-selling other financial products to plan participants.
- « Previous Page
- 1
- …
- 4
- 5
- 6