Stay up to date on the latest company news, developments, and releases; new product and services offerings; advocacy and policy activities; and opportunities for our members and the fiduciary community.

401(k) Lawsuits Get More Complex

October 02, 2019

Lawsuits targeting 401(k) plan sponsors increasingly involve issues that are complex and granular. It's a trend that's likely to continue as such litigation proliferates and one that some advisers and attorneys fear may leave employers paralyzed when it comes to retirement plan design.
Continue Reading

Choosing Between a Stable Value or Money Market Fund

August 28, 2019

Lawsuits have led to confusion about which direction retirement plan sponsors should go when choosing a capital preservation fund for their plan lineup.
Continue Reading

These Are the New Rules for Finding a Financial Advisor You Can Trust

August 13, 2019

Choosing a financial advisor has always been a confusing, high-stakes decision, and critics say a recent regulation designed to help consumers may actually have made it harder to know whom to trust.
Continue Reading

Fi360 Earns Accreditation for AIF Designation

401(k) Specialist
July 09, 2019

Fi360 announced Tuesday that its Accredited Investment Fiduciary (AIF) designation has been …well, accredited by ANSI National Accreditation Board (ANAB).
Continue Reading

Fi360 Earns Coveted Accreditation Status for AIF® Designation

July 09, 2019

Accreditation by ANSI National Accreditation Board (ANAB) adds further clout to the AIF® Designation
Continue Reading

Adviser Regulation Caught Up in Partisan Era, Making It Hard to Plan for Future

June 27, 2019

A change in the White House in 2020 could result in a reversal of new SEC advice reform rules, just as the last presidential transition left the DOL fiduciary rule dead
Continue Reading

Previous Next

Page 3 out of 42

Let’s get to work. Connect