Compliance | April 26th, 2023 DCIIA Delivers Guide to Plan Service Providers The April report outlined the differences, in action and duty, between ERISA fiduciaries.
Products | February 10th, 2023 Morningstar and PAi Partner on ESG-Driven Pooled Employer Plan Recordkeeper PAi will run a PEP backed by Morningstar’s ESG overlay, with the firms citing the recent DOL ruling that...
Compliance | January 24th, 2023 Fluor ERISA Lawsuit Dismissed District Judge allowed one plaintiff 28 days to submit an amended complaint.
Products | September 20th, 2022 Retirement Gateway from Equitable Launches for Small Business 401(k) program seeks to serve small and startup plans by easing demands on plan administrators.
Products | May 25th, 2022 Empower Partners with Rockefeller on Retirement Platform The platform allows plan sponsors to add an extra layer of fiduciary protection.
Products | February 11th, 2021 Equitable Launches Open Architecture Platform for ERISA and Non-ERISA Plans It also include 3(21), 3(38) and 3(16) fiduciary support for plan sponsors
Products | June 4th, 2019 Ubiquity Offers Financial Wellness Tool Catered to Small Businesses CensiblyYours designates a 3(38) investment adviser to assist plan sponsors and offers participants access to the financial education platform Edukate.
Investing | March 11th, 2019 Don’t Let 3(38) Fiduciary Confusion Entangle Your Plan Plan sponsors must take as much time as necessary to understand what it means to hire a 3(38) discretionary investment...
Products | June 21st, 2018 BidMoni Launches FiduciaryShield to Manage RFPs Under the platform, plan sponsors no longer have to contact each potential provider and request separate proposals.