research PLANADVISER January/February 2016

2015 PLANADVISER Micro Plan Survey

The unique opportunities of serving micro plans

Reported by

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Compliance

September 24th, 2024

SEC Charges 12 Financial Firms for Recordkeeping Failures

The firms will pay a total of $88.2 million in civil penalties.

Client Service

September 19th, 2024

Pontera Partners With Recordkeeper 401GO

The partnership with the recordkeeper comes on the heels of Fidelity warning it would block Pontera’s third-party 401(k) credentialing business...

Client Service

September 4th, 2024

Vanguard to Lower Asset Minimum for Digital Adviser Access

The minimum holding to receive financial advice from "robo-advisory" services will drop to $100 from $3,000.

Compliance Consult PLANADVISER November/December 2015

Is This the Age of the Robot?

Robo-advisers in light of the fiduciary rule

Reported by

David C. Kaleda

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Compliance

March 10th, 2025

Chavez-DeRemer Confirmed as Secretary of Labor

The full Senate vote came after President Donald Trump’s pick to head the Department of Labor was cleared by the...

Compliance

March 10th, 2025

Fired Probationary Workers Reinstated at EBSA

The probationary employees and head of the Department of Labor’s Division of Employee Ownership, who were recently terminated, reportedly received...

Compliance

March 4th, 2025

What DOL Layoffs Could Portend for EBSA’s Future

Probationary employees and the head of the agency’s division of employee ownership were recently terminated amid President Donald Trump’s efforts...