acquisition

Triple F Advisors Drive Fees in Plans Lower

By Steff Chalk / acquisition, Auto Portability, benefits committee, Compensation, Featured Article Steff, Fiduciary, Financial Stress, Partner Video, TRIPLE F ADVISOR

Triple F Advisors (fees, funds and fiduciary) are not doing the 401(k) industry any favors. The same goes for Plan Sponsors! Plan sponsors that focus…

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Independent Broker/Dealer Launches Retirement Preparedness Tool

By Steff Chalk / acquisition, benefits committee, Featured Article Steff, Featured Video, financial literacy, Financial Wellness, generation x, Investments Video

Independent broker/dealer tools are becoming more sophisticated, as Iowa-based Cambridge brings a new tool to advisors. Cambridge advisors will now have the ability to assess…

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Consolidation Strikes Financial Services Again

By Steff Chalk / acquisition, Distribution, Financial Advisors, Latest Stories, Newsletter, Plan Auditors

Financial Services consolidation continues the march towards bigger and better. Minnesota-based Securian has decided to exit and sell its retirement division to Oregon—based The Standard. …

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Recordkeeper Consolidation Is Good & Bad News for Plan Sponsors

By Steff Chalk / acquisition, Combining Retirement Plans, Latest Stories, Merging Retirement Plan, Partners, recordkeeper consolidation

Recordkeeper consolidation is in the news again! Rampant recordkeeper consolidation in the retirement plan industry continues apace. One recent example of a behemoth power merger…

Recordkeeper Consolidation Is Good & Bad News for Plan Sponsors Read More »

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