Service Providers covers issues related to record keepers, TPAs, DCiO firms and broker dealers.
In her keynote speech at the 2015 NTSA 403(b) Summit, Shari Harley stressed that people want the truth and that no advisor — or any other employee — should get blindsided by a client who decides they don’t need their services anymore.
Bipartisan legislation introduced in the U.S. House of Representatives June 4 would allow pension plan participants to be automatically opted in to electronic delivery of documents.
The Retirement Advisor Council announced on March 12 that it has developed a template request for proposal for institutions of higher education to use in searching for advisors for their retirement plans.
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