TIAACREF Fiduciary Compliance Services

Understanding and meeting your fiduciary obligations is a requirement for ERISA plans and is recognized as a best practice for non-ERISA plans. And, all

16 Март, 2015 No Comment Read More

How to satisfy the fiduciary duties of your 401(k) plan Smart Business Magazine

If your organization sponsors a 401(k) or qualified retirement plan, then, as a plan trustee, you are legally responsible for the decision-making surrounding the

16 Март, 2015 No Comment Read More

Fiduciary Responsibility_1

Dec 6, 2006 As a business owner, you are aware that it requires more than just your input to run your business in the

16 Март, 2015 No Comment Read More

Fiduciary Designations For Financial Advisors

Most investment professionals spend countless hours in sales and technical training, but little time is devoted to developing their expertise related to the investment

16 Март, 2015 No Comment Read More

Are you meeting your fiduciary responsibility Envision 401k Advisors

Putting others interest ahead of yours, a fiduciary responsibility, is typically associated with acts of heroism. On Easter Sunday, I listened to the Pat

16 Март, 2015 No Comment Read More

Are You a Fiduciary Why You Need to Know if You’re a Retirement Plan Fiduciary

Are You a Fiduciary? Why You Need to Know if You’re a Retirement Plan Fiduciary If you’re not involved in making day-to-day decisions about

16 Март, 2015 No Comment Read More

401K Plan Committee Meetings Preparation Execution and Agenda Suggestions

Any number of individuals can be asked to serve on your 401k plan committee. For some, serving on the committee may be part of

16 Март, 2015 No Comment Read More

15 Essential Steps to Meeting Your Fiduciary Duty

Posted by Carolyn McRae | September 17, 2014 Fiduciary responsibilities are integral to your work as a financial advisor. It’s your job to not only act

16 Март, 2015 No Comment Read More

The Bitcoin Stock Exchange Is Becoming a Reality Total Trading Total Trading

A Bitcoin pioneer looks to change the trading world with a revolutionary stock exchange. On Monday, CEO of Overstock.com Patrick Byrne announced plans to reinvent

16 Март, 2015 No Comment Read More

Overstock Chooses Counterparty for Decentralized Stock Exchange; XCP Price Rises

On Monday, Overstock CEO Patrick Byrne announced the online retailer had hired two Counterparty developers to build a decentralized stock exchange to issue corporate

16 Март, 2015 No Comment Read More