Hub International jumped in two months ago, and already has acquired a shop with $2.5 billion in plan assets.
The future is brighter than the storm clouds of the past
Using 'open MEPs' and auto-IRAs might close the coverage gap and reduce plan costs.
Legislation would restore Obamacare cost-sharing subsidies, which Trump said last month he would cut off.
Some providers are paying incentive compensation to representatives to promote their managed accounts to participants.
Use of collective investment trusts by defined contribution plans has been hovering around 20% for three years, but momentum is building.
The reasons for affiliating with a brokerage have changed as compensation has evolved.
Abiding a well-crafted IPS can help minimize legal trouble for plan fiduciaries.
The laws underscore the need for advisers to have clients consider a long-term-care planning strategy
Trust is the most important quality vetted in the selection process, but other factors go into the decision.
A request for proposal can uncover exactly what fees and services a plan can get in the marketplace.
What small-plan advisers can do to minimize fiduciary liability risk.
Many expect to sell their business to fund retirement, yet aren't preparing properly to do so
Blame higher Medicare costs on a provision designed to protect Social Security benefits.
The firm earlier this year won dismissal of a lawsuit alleging self-dealing through use of its target-date funds.
Blame higher Medicare costs on a provision designed to protect Social Security benefits.
Absent commissions, asset managers are having a tough time seeing how much business 401(k) advisers are giving them.
The Wells Fargo Target 2020 Fund (WFOBX) ranks in the bottom 15% among peers when looking at five-year total returns.
Financial incentives and poor products run rampant in the non-ERISA 403(b) realm, especially for educators teaching kindergarten through 12th grade, according to advisers
Concerns over strict limits on pre-tax 401(k) savings and the upending of non-qualified deferred compensation plans are receding.
