Attorney Julie Stapel offers insight into why safe harbor protections extend to defined contribution plan reenrollment into a QDIA.
Offering company stock in a retirement plan can be risky, but removing it has fiduciary risks too. Find out why.
Helping wealth management colleagues understand the specialized knowledge required to service DC plans can create opportunities for mutually beneficial partnerships.
Performance, process and reenrollment: A top retirement consultant tells us what's on the mind of mid-sized DC plans.
Top sales executives from MassMutual, ADP and Great-West share their insight.
ERISA attorney Marcia Wagner highlights ways to leverage the fee disclosure rules to showcase your value.
Jeff Gratton, Bob Cross and Jim O'Shaughnessy talk about offering 3(21) and 3(38) fiduciary capabilities to clients and the impact it has on their businesses.
Henry Yoshida, Mike Maresh and Bruce Lanser talk about how they use benchmarking to attract new clients, strengthen existing ones and keep their practices competitive.