Budgets not big enough for specialized staff, so plans rely on advisers Link to original article on PI Online Cyberthefts from 401(k) plans are always distressing, but when they occur in smaller plans, the loss can be especially painful. Take Michael Francis’ $100 million plan sponsor client. Earlier this year, a cyberthief posing as one […]
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RIABiz reports that Three Bell and Iconiq were some of the first to recognize Addepar as immediately valuable (once again) to alternative investment tracking. Of course, as the platform’s #2 customer (behind founder Joe Lonsdale), not really news for us. RIABiz.com, a leading online journal covering the financial advice business, recently profiled the rebuilt relationship […]
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Most smaller plans pay asset-based fee rather than per-participant rate Link to original article on PI Online Sponsors of small and midsize plans may be paying too much in fees, particularly if they’re being charged a percentage of total plan assets, according to industry experts. In 2017, participants in a defined contribution plan with fewer […]
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