Tag: fiduciary training

In Practice

September 23rd, 2024

College for Financial Planning Launches Accredited Investment Fiduciary Training Program

Fi360, a Broadridge Company, selected the College as the official education provider.

Regulatory & compliance | education

Continuous Education

Plan committee members’ fiduciary training should never end.

Servicing Strategies

Hazard Prevention

403(b) sponsors may stave off lawsuits by cleaning up plan governance.

Fiduciary Fitness

The Extent of Obligation

New committee members need not look for breaches to repair.

Servicing Strategies

Coaching the Committee

What advisers should ensure that members understand

Events Spotlight

DCIO and Investment Menu Survey

Grande Lakes, Orlando | April 20th, 2020

Industry Intelligence

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

THOUGHT LEADERSHIP

Inside TIAA’s $294B Investment Engine

TIAA CIO Emily Wiener discusses the firm’s approach to its General Account portfolio.

Sponsored by TIAA

THOUGHT LEADERSHIP

The Retirement Income Dilemma

What are we solving for and what have we learned so far?

Sponsored by MFS Investment Management