Open, honest and candid discussion about the demise of 401(k) plans, consolidating retirement accounts, tech in DC plans and plan sponsors demanding more from their advisors.
Open, honest and candid discussion on DC year-end results, Pontera's deal with Captrust, Michael Kitces on the DOL rule, EBSA recoveries and the awakening of plan sponsors.
TIAA IRA customers paid more than $900,000 in combined expenses that could have been avoided by investing through a “brokerage window” with lower-cost share classes, according to the regulator.