Main Reasons for 401(k) Advisors to Collaborate with Benefits Brokers
Benefits brokers’ responsibilities are very similar to those of retirement plan advisors; they are responsible for supervising any issues related to medical and insurance benefits, and, among other things, can...Read More
New Fiduciary Rule Introduced in Maryland
Lawmakers in Maryland have recently introduced a new bill (Senate Bill 786) called the Financial Consumer Protection Act of 2019. Within the bill is a provision which would require broker-dealers,...Read More
Up Next: NJ Secure Choice Savings Program
New Jersey is the latest state, along with Maryland, Connecticut, New York, Washington state, Vermont, Massachusetts, Oregon, California, and Illinois, to establish a state-run retirement savings plan for private-sector employees...Read More
Fidelity is facing more litigation from plan participants
While we’ve been talking about new lawsuits coming out every day, just yesterday InvestmentNews.com reported that Fidelity is facing more litigation from plan participants, this time for the T-Mobile 401(k)...Read More
Asking the Right Questions When it Comes to Retirement Plan Cybersecurity
Today, Cybersecurity is one of the key interests and a highly debated topics in congress, specifically in regards to retirement plans, providers and plan sponsors (and participants). Congressional representatives have...Read More
Telling Your Clients that Investing Early For Retirement Is Vital
The financial education on the importance of starting to save early for retirement cannot be overrated. Saving early for retirement is a must do for everyone and should be emphasized...Read More