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Experts: Recent Delaware settlement a sign of things to come
The $212 billion advisory firm is leveraging a partnership with record keeper ADP to broaden its reach with human advisers.
The administration argued in a court filing that auto-IRAs are pre-empted by federal retirement law.
The brokerage added to its financial wellness platform, and is considering product offerings for 529 plans, deferred compensation and HSAs.
The deal would make the insurance brokerage one of the largest retirement-focused aggregator firms.
Many advisers fear missing out as they see their peers get historically high multiples.
In light of evolving record-keeper practices, advisers need to remember that ERISA's fiduciary standard requires fiduciary prudence to evolve with the market.
The parties in the MIT 401(k) suit negotiated an agreement that spares Ms. Johnson from having to undergo cross-examination.
Legal and administrative challenges have stalled uptake by plan sponsors.
Mr. Schlichter, who represents plaintiffs in the suit against MIT, is seeking to have Ms. Johnson testify about a quid-pro-quo allegation.
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