Final Fiduciary Rule a 'Sigh of Relief' for Advisers
An attorney says the final fiduciary rule has addressed most concerns, particularly when it comes to education.
Tag: Fiduciary adviser
New Holiday Honors Financial Advisers
John Hancock Retirement Plan Services has created a national day of recognition for financial advisers, celebrated this year on April 18.
Non-Fiduciary Education Under Final DOL Rule
One retirement plan recordkeeper says those advisers making predictions that a strengthened fiduciary rule will lead to less financial guidance and investment education for small-balance savers are missing...
Final Fiduciary Rule Still Favors Level-Fee Work
Even with some significant softening by the Department of Labor and a more workable ‘best interest contract’ exemption, the new fiduciary rule is sure to drive more level-fee...
Editor’s Letter
Qualitative and Quantitative
Judging the awards for the PLANADVISER and PLANSPONSOR Awards for Excellence, just like running or advising retirement plans, is an...
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The Bottom Line
This year's PLANADVISER Adviser Value Survey shows that advisers are making a difference
Data Points
Managed Accounts
Plans with managed accounts that work with an adviser have higher balances
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2016 PLANSPONSOR Retirement Plan Advisers of the Year
We honor the 2016 PLANSPONSOR Retirement Plan Advisers of the Year, both winners and finalists
Fiduciary Rule Will Affect Service to Plan Sponsor Clients
Participant education efforts are also impacted.
Fiduciary Rule Shows Washington Compromise Can Still Happen
More than a few industry insiders and analysts have tipped their hats to DOL and Labor Secretary Perez for listening carefully to criticism and reshaping some of the...
Paychex Solution Aids Fiduciary Rule Compliance
Advisers who are worried about getting their practices in line with the fiduciary rule can leverage a newly unveiled solution from Paychex.
Early Fiduciary Rule Interpretation from ERISA Experts
ERISA experts warn that it will take some time to judge the final fiduciary rule published by the DOL, given the serious length and complexity of the rulemaking...
Most Reacting Positively to Fiduciary Rule
However, a few industry groups are still expressing concerns.
LIMRA LOMA Offers Fiduciary Rule Resources
Planned events will facilitate collaboration across the retirement market to find industry-wide solutions.
First Round of Industry Response to Final Fiduciary Rule
Some of the biggest financial services firms and advocacy groups have registered their initial impressions of the Department of Labor’s final fiduciary rule, including FSI, TIAA, FPC and...
Sec. Perez and Department of Labor Unveil Final Fiduciary Rule
Labor Secretary Thomas Perez stressed to reporters that changes made to the proposed version of the regulations will make the final fiduciary standard broader and stronger, “but absolutely...
Service Strategy Tips from Pentegra Retirement Service
Pentegra Retirement Services Introduced the Advisor SmartPath report to help advisers drive retirement readiness among their client base through innovative approaches to client service and plan design.