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Top Stories

By Fred Barstein10/30/2014 • 0 Comments

Hot off their acquisition of Financial Telesis in partnership with Bill Chetney, LPL Retirement Partners held its annual event in Arizona the week of Oct. 20. The buzz at the meeting was about the acquisition and who is – and is not – joining Chetney’s new aggregator, Global Retirement Partners.  READ MORE

By Nevin Adams10/29/2014 • 0 Comments

Fiduciary Plan Advisors at HighTower has added two former T. Rowe Price retirement plan execs to its management team. READ MORE

By John Ortman10/29/2014 • 0 Comments

Advisors seeking to capture IRA rollovers face a "four-part harmonization" of regulatory and other government entities -- that is, SEC, DOL, FINRA and GAO -- in the words of ERISA attorney Fred Reish. Speaking at a workshop session at the 2014 ASPPA Annual Conference Oct. 28, the Drinker Biddle attorney was joined by fellow panelists Pete Swisher of Pentegra and Yannis Koumantaros of GROUPIRA. READ MORE

By Michael Bushnell10/29/2014 • 0 Comments

Today, plan advisors are partnering with TPAs like never before, providing more robust packages to clients than either could support by themselves. But just like any other team, the partnership can easily fall apart if everyone isn’t working together. READ MORE

By John Iekel10/28/2014 • 0 Comments

Turning 40 is one of those storied moments — and not just for individuals. ERISA turned 40 this year, affording an opportunity to take stock of its impact and whether it is functioning as intended. An Oct. 28 panel discussion at the 2014 ASPPA Annual Conference, held at National Harbor, Md. discussed exactly that. 

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Recent Columnist Articles

Investors in the Dark About Investment Fees

The born-on-the-web RIA firm, Rebalance IRA, recently produced a report, aptly titled, “Nearly Half of Americans Surveyed Falsely Think They Pay Zero Retirement Investment Fees.” The study found that when asked what they pay in retirement account fees, 46% believed that they do not pay any fees at all.
Case of the Week: Eligibility to Make Designated Roth Contributions

Responding to a question from an advisor in Michigan, the ERISA consultants at the Columbia Management Retirement Learning Center Resource Desk addressed a common inquiry involving designated Roth contributions in a 401(k) plan.
Room to Grow?

Several months back we acquired an aquarium, and I looked forward to filling it up with all kinds and sizes of exotic fish – only to be disappointed to find out that our tank would only support a handful of the fish I had hoped to display. The reason; they need room to thrive and grow.

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