TRAU to Launch Plan Sponsor University
As the Department of Labor becomes more interested in how retirement plan sponsors run their plans, educating not just participants but the sponsors themselves becomes more important.
Schwab Partners With fi360, The Retirement Advisor University for Retirement Suite
Schwab Retirement Business Services announced on Wednesday that it has launched a suite of retirement tools to help advisors increase productivity and build skills in their 401(k) plans.
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.