Open MEPs could affect millions of retirement plan participants overnight

DALBAR’s Harvey: TPAs would benefit the most from Open MEPS among service providers.

The prospect of removing existing barriers to employer participation in Open Multiple Employer Plans could quickly impact millions of existing participants in small and midsized 401(k) plans.

Benefits Pro | 9/5/2018

To the Fiduciaries Go the Spoils

The word fiduciary has caused heartburn for most advisors. It is not the promise to act in clients’ best interest that scares most advisors; it is the task of proving that this was actually done that causes the pain. How is it possible to show that the motivation behind a recommendation is the client’s interest and not the compensation the advisor earns?

ThinkAdvisor | 7/13/2018

Complacency Is Weakest Cybersecurity Link: Dalbar/ThinkAdvisor Study

Despite the increasing fear Americans have of personal and financial information being stolen, most financial-services firms have been complacent on updating or implementing state of the art — or even basic — cybersecurity technology, according to a recent study by Dalbar/ThinkAdvisor entitled “The State of Authentication in Financial Services.”

ThinkAdvisor | 4/4/2018