The 401k Study Group ®
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Increase Your Value By Improving Your Service Model by The 401k Study Group | Free Listening on SoundCloud

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This insurance group likely to be first to file DOL fiduciary lawsuit

This insurance group likely to be first to file DOL fiduciary lawsuit | The 401k Study Group ® | Scoop.it
The ACLI is champing at the bit to get legal action started, but it likely wants to know which other groups will be running before it starts its own race.
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MD Adopts State-Run Savings Program - NAPA Net

MD Adopts State-Run Savings Program - NAPA Net | The 401k Study Group ® | Scoop.it
Maryland Gov. Larry Hogan (R) signed into law legislation on May 10 that will create a state-run retirement plan for workers not covered by a retirement plan at work.
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401(k) Advisors: 3 Ways To Differentiate Yourself In The Fiduciary Rule Regime

401(k) Advisors: 3 Ways To Differentiate Yourself In The Fiduciary Rule Regime | The 401k Study Group ® | Scoop.it
ATTENTION 401(k) PLAN ADVISORS: With the finalization of the conflict of interest rule, you just lost a major competitive advantage, “I’m a fiduciary advisor.” Since the majority of advisors are now
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Edison International wins dismissal of U.S. lawsuit over 401(k) plan

Edison International wins dismissal of U.S. lawsuit over 401(k) plan | The 401k Study Group ® | Scoop.it
(Reuters) - A U.S.
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An Overview of the Fiduciary Rule

An Overview of the Fiduciary Rule | The 401k Study Group ® | Scoop.it
The DOL’s fiduciary rule has been published in the Federal Register. Based on our review of the regulation and conversations with our clients, here are some overview thoughts about the regulation and
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DOL fiduciary rule will impact less than 10% of Bank of America wealth assets, CFO says

DOL fiduciary rule will impact less than 10% of Bank of America wealth assets, CFO says | The 401k Study Group ® | Scoop.it
Move to Merill Lynch One platform will blunt regulation's impact.
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The 5 DOL Fiduciary Rule Experts Every RIA Firm Should Follow

The 5 DOL Fiduciary Rule Experts Every RIA Firm Should Follow | The 401k Study Group ® | Scoop.it
The new Department of Labor (DOL) fiduciary rule released on April 6, 2016 has components that also impact registered investment adviser (RIA) firms.
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From Hillary Clinton to Charles Schwab, top quotes on the DOL fiduciary rule

From Hillary Clinton to Charles Schwab, top quotes on the DOL fiduciary rule | The 401k Study Group ® | Scoop.it
Politicians, custodians, broker-dealers, wirehouses, advisers and more shared their perspectives on the landmark legislation.
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Fiduciary rule's approach dominates earnings calls

Fiduciary rule's approach dominates earnings calls | The 401k Study Group ® | Scoop.it
The impending fiduciary rule is looming over the money management industry, which experienced a mixed performance in the first quarter.
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Aguilar, Borzi, Bogle to Help Launch Campaign for Investors May 24

Aguilar, Borzi, Bogle to Help Launch  Campaign for Investors May 24 | The 401k Study Group ® | Scoop.it
On May 24, 2016, the Institute for the Fiduciary Standard will launch its Campaign for Investors at the National Constitution Center in Philadelphia.
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Financial Practice Management Podcasts (PMP) - From FMU

Financial Practice Management Podcasts (PMP) - From FMU | The 401k Study Group ® | Scoop.it
Not only are you a financial advisor...You’ve got to keep your practice running smoothly. You've got questions on running a great practice...We Have Answers
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Converge, Volume 9: Collective Investment Trusts (CITs)

Converge, Volume 9: Collective Investment Trusts (CITs) | The 401k Study Group ® | Scoop.it
Lawsuits regarding fees charged in 401(k) plans have become common headlines in the retirement plan industry news. Allegations are typically made against plan fiduciaries and come in several flavors...,
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Exploring Fixed Income's Hidden Risk

Exploring Fixed Income's Hidden Risk | The 401k Study Group ® | Scoop.it
For decades, bonds have often been viewed as safe and stable investment options. Today, the environment is changing and traditional fixed income offerings are no longer the “safe” option they were before.,
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Fixed Income Literacy

Fixed Income Literacy | The 401k Study Group ® | Scoop.it
Fixed income can be a daunting topic for even the savviest of investors. So it is no surprise that a recent Edward Jones survey found that 63% of Americans "don't know" how rising rates will affect their portfolios, while another 24% feel "completely in the dark.",
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General retirement education won’t trigger fiduciary standard

Plan sponsors and advisers are still able to provide generic facts about retirement savings and 401(k) plans without being subject to the DOL’s new rule.
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California Secure Choice Board ‘Golden’ with State-Run Retirement Plan - NAPA Net

California Secure Choice Board ‘Golden’ with State-Run Retirement Plan - NAPA Net | The 401k Study Group ® | Scoop.it
The Golden State has taken another step on the road to implementing a state-run retirement program.
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3 Lessons Your Ruined March Madness Bracket Can Teach You About Investing

3 Lessons Your Ruined March Madness Bracket Can Teach You About Investing | The 401k Study Group ® | Scoop.it
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