Financial Advisors

Fiduciary: What Kind is Your Plan Advisor?

Fiduciary-Plan-Advisor

Fiduciary; What Kind is your Plan Advisor? Regardless of what happens with the DOL fiduciary rule now that the 5th Circuit Court of Appeals has vacated it, 401k and ...

Read More »

401k Plan Partners Improve Participant Outcomes

dc partners

401k Plan Partners Improve Participant Outcomes. The Plan Sponsor University (TPSU) held a Fiduciary Education Program in Portland, Oregon at Marylhurst University. At the conclusion of the program Adjunct ...

Read More »

401k Plan Participant Beneficiaries are Difficult to Keep Current

401k Plan Participant Beneficiaries

401k Plan Participant Beneficiaries are Difficult to Keep Current. During a recent Fiduciary Education Program at NOVA Southeastern University Health Savings Accounts were discussed a relief mechanism for 401(k) plan ...

Read More »