This last blog in our series on advisor independence includes key action items for plan sponsors. To understand the context of these steps further, explore another blog here, or download our complete guide from our Resources page.
The Yale University case is one of the first excessive fee suits filed against a university 403(b) plan, and it has finally been ...
In our second blog in this series, we will dive deeper into the litigation surrounding managed accounts. When advisors and ...
Conducting a vendor search can be a detail-laden, time-intensive process that takes up to six months to complete. If the vendor ...
This blog is the first in a series of three exploring advisor independence in managed account services and the role of a ...
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The clash on the use of environmental, social, and governance (ESG) factors in making investment decisions continues to wage on. ...
In 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act introduced a new retirement savings vehicle ...
I am honored to have been invited to participate in a panel discussion at the NAPA 401(k) Summit next month. Since the pandemic, ...
The Department of Labor (DOL) introduced a final regulation at the end of 2022 allowing fiduciaries to take Environmental, Social ...
How can plan sponsors mitigate risk against possible fee litigation? During this short video, Breion Rollins discusses the ...
Multiple lawsuits were filed this summer alleging the use of the BlackRock LifePath suite of target date funds in retirement ...