Client Service August 29th, 2023 Smart Widens Fiduciary Services, Including for Pooled Employer Plans Smart is joining the push into PEPs with an offering geared toward advisory firms and providers such as recordkeepers, asset...
Products November 5th, 2020 Magnifi Integrates Fi360 Fiduciary Score Fi360 scores can recommend best-fit products while staying in compliance with Reg BI requirements.
Products May 14th, 2018 Securian Offers Retirement Plan to Small Employers “For advisers, whether you have multiple plans or are new to the business, ReadyPlan’s simplicity means reduced time commitment and the potential for increased operational efficiency,” says Steve...
Client Service December 7th, 2017 DOL Rule Provides Tailwind for Adoption of Outsourced Fiduciary Services For the $5 million to $500 million DC plan market, advisers and consultants offering 3(38) discretionary investment advice are more common.