Tag: Fiduciary adviser

According to Geoffrey Ward, National Director of the MetLife Pension Resource Center, the retirement plan advisory business has transformed from one that sells products to one that takes on...

CPEhr, a Los Angeles-based human resources firm, has partnered with Morgan Stanley Smith Barney to enhance the plan administration of...

Millennium Investment and Retirement Advisors (MIRA) and Southeastern Fiduciary Services (SFS) have formed a partnership. 

ADP will make Mesirow Financial’s Fiduciary Partnership service available to its Retirement Services clients, to help them better manager fiduciary liability and mitigate risk.  

Industry professionals, associations, and lawmakers are applauding the Labor Department’s decision to reevaluate its proposed changes to the definition of a fiduciary.

The U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) will re-propose its rule on the definition of a fiduciary.

The new fiduciary designation, Global Fiduciary Strategist (GFS), is being offered by 3ethos, a fiduciary training firm.

BlackRock, Inc. announced Mark Taborsky will join the company as a Managing Director and Senior Portfolio Manager within its Multi-Asset Client Solutions (BMACS) group.

The Guardian Insurance & Annuity Company (GIAC) has partnered with SWBC Investment Advisory Services to offer plan sponsors fiduciary support.

MassMutual's Retirement Services Division is adding Mesirow's Financial Fiduciary Partnership Service to its retirement platform.

Legislators have suggested that the U.S. Department of Labor re-propose its change to the definition of fiduciary and include more economic analysis.

Phyllis Borzi, Assistant Secretary of Labor of EBSA, told legislators it is imperative that impartial investment advice be accessible and affordable to retirement plan sponsors and participants.

The need for ongoing holistic service from a third party is leading many plan sponsors to opt for a retirement plan adviser that works on a fee or...

FCRC Apps, LLC, a software development firm, is releasing version 3.0 of its Web-based application, eFiduciary.net.  

Principal Financial Group is introducing The Principal Warranty, designed to help financial professionals, third party administrators (TPAs) and plan fiduciaries manage potential risks.

In a live Web chat, Phyllis Borzi, Assistant Secretary of Labor for the DoL's Employee Benefits Security Administration, said her staff is working to finalize its proposed amendment...

Deciding what investments should be included in a retirement plan’s menu and monitoring those investments is a huge amount of risk and liability for just one person; plan...

At the PLANSPONSOR National Conference, a panel discussed the challenges facing smaller (less than $10 million in assets) employer-sponsored retirement plans. 

Ascensus announced that plan design tools are now available for financial advisers.

A recently introduced U.S. Senate bill would exclude appraisers of employee-stock ownership plans (ESOPs) from the U.S. Department of Labor’s new definition of fiduciary.