fi360, TRAU Join in Fiduciary, Retirement Education Plan
Blaine Aikin, CEO of fi360, says advisors who complete the retirement modules through fi360 get credit toward the C(k)P, while TRAU students can work toward the AIF designation.
DOL/IRS Craft Auto Enroll Manual for Small Businesses
The U.S. Department of Labor (DOL) and the Internal Revenue Service (IRS) have released a new publication to help small employers better understand automatic enrollment for 401(k) plans offered to their employees.
DC Advisor-Sponsor Matchmaker
For Fred Barstein, founder and CEO of Palm Beach County, Florida-based 401kExchange, one of the most important issues in the retirement finance space today is...