Be a Chef, Not a Cook, When Serving Up a Great 401k Plan
401k SpecialistOctober 08, 2020
Advisor Terry Morgan of Ok401k shares three warning signs that a plan sponsor has a cook on their plan instead of a chef
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Finding a Financial Advisor Is Easier Than Ever. So Why Is It So Hard to Pick a Good One?
Money.comSeptember 23, 2020
With new digital tools popping up left and right, there have never been so many options when it comes to choosing who (or what) to help manage your money. But with regulations constantly in flux, the landscape has never been more confusing — or potentially dangerous — for investors.
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ESG Investing, Reg BI Experts Among Fi360 2020 Annual Conference Speakers
BroadridgeFebruary 10, 2020
Fi360, a Broadridge® Company and the nation’s leading provider of fiduciary-related education and technology, reveals a stellar agenda and notable keynote speaker for its 2020 annual conference on May 17-19 at the JW Marriott hotel in Austin, Texas.
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Fi360 Launches Reg BI Training in Advance of June Implementation
401K SpecialistFebruary 06, 2020
The two-part training solution streamlines SEC Regulation Best Interest compliance implementation efforts for broker-dealer home office personnel, their representatives and advisors in the field
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Fi360 Adds Reg BI Training Module
WealthMangement.comFebruary 06, 2020
With the June 30 Reg BI compliance deadline only months away, Fi360 releases new training.
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Elements of Retirement Plan Committee Education
PLANSPONSORJanuary 30, 2020
There are several elements to include for new retirement plan committee members, but ongoing education is also important.
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