Tag: discretionary services

Compliance

March 17th, 2023

Complying With the Custody Rule and the New Custody Proposal

Experts explained common compliance mistakes involving the custody rule and spoke to the new custody rule proposal.

Compliance Consult

Compliance for Wealth Managers

PTE 2020-02 cannot resolve all conflicts of interest.

Client Service

April 18th, 2018

Two-Thirds of DC Consultants Charge Fixed Dollar Fees

This is down from three-quarters last year, a PIMCO survey found

Events Spotlight

Grande Lakes, Orlando | April 20th, 2020

Industry Intelligence

THOUGHT LEADERSHIP

Retirement Experts: A Better Way To Crack the Retirement Income Nut.

Guaranteed income sources can help retirees maximize Social Security benefits.

Sponsored by TIAA

THOUGHT LEADERSHIP

Interest Grows in Finding New Uses for Stable Value

MetLife’s 2024 Stable Value Study found that defined contribution plan sponsors and plan advisers understand the benefits of stable value investments and are open to using the vehicles in new ways. PLANADVISER spoke with Thomas Schuster, senior vice president, stable value and investment products, and Warren Howe, national sales director, stable value and DCIO [defined contribution investment only] markets, at MetLife, about the study findings.

Sponsored by MetLife