Editor’s Letter PLANADVISER November / December 2017

The Simplest Fix

Reported by

Alison Cooke Mintzer

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Compliance

April 8th, 2025

Senate Bill Seeks to Reverse Retirement Plan Crypto Warning

Introduced by Senator Tommy Tuberville, R-Alabama, the Financial Freedom Act would reverse the Department of Labor’s guidance against including cryptocurrency...

Data & Research

November 22nd, 2024

Dalbar Releases Top 10 Plan Participant Websites

The financial services market research firm ranked TIAA, Fidelity and Principal highest among DC portals.

Client Service

August 19th, 2024

Fidelity Reports 81% Plan Sponsor Satisfaction With Advisers

Survey results emphasize the importance of DC plan advisers in driving plan satisfaction and activity, according to Fidelity.

intro PLANADVISER November / December 2017

Education vs. Advice

Reported by

Lee Barney

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Compliance

April 8th, 2025

Senate Bill Seeks to Reverse Retirement Plan Crypto Warning

Introduced by Senator Tommy Tuberville, R-Alabama, the Financial Freedom Act would reverse the Department of Labor’s guidance against including cryptocurrency...

Data & Research

November 22nd, 2024

Dalbar Releases Top 10 Plan Participant Websites

The financial services market research firm ranked TIAA, Fidelity and Principal highest among DC portals.

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.