Compliance December 21st, 2023 Empower, SPARK Push Back Against Fiduciary Proposal Their concerns arise from the wide range of sales conversations that take place between recordkeepers and plan sponsors and the...
Compliance November 2nd, 2022 SEC’s Proposed Outsourcing Rule Could Be Hardest on Small Advisers The new rules, if approved, would likely require more catch-up by smaller firms to vet third-party providers, says a legal...
Products April 24th, 2020 PAi Joins Forces with LPL Financial on Small Market Solution PAi will incorporate it into its current offerings for small business 401(k) plans and startups