Dalbar has introduced a registered fiduciary designation for 401(k) advisers, the 401(k) RF Designation, who have obtained the skills and training to perform at that level of care. Training for the ...

The Department of Labor has extended the public comment period for a program that would allow fiduciaries to self-correct for retirement plan contributions that are not invested, rather than going to ...

UBS has expanded its investment-menu building service for 401(k)s, with a co-fiduciary program using Morningstar Investment Management data, the firm announced Thursday. Along with that, UBS is adding ...

The VFC Program is a correction program that may be used to correct certain fiduciary breaches voluntarily by following requirements set out under the VFC Program and filing with the DOL for relief.

Morningstar Inc. and the American Retirement Association today announced a partnership on an upcoming fiduciary training program for advisers, to help address compliance concerns raised by a new Labor ...

PITTSBURGH--(BUSINESS WIRE)--Fi360, the nation’s leading provider of fiduciary-related education and technology, has added new modules to its Fiduciary Essentials for Advisors (FEA) training program ...

Transamerica Retirement Services has announced its Fiduciary Management Program to allow advisers to help plan sponsors clearly define, execute, and document investment selection and monitoring.

On January 15, 2025, the Department of Labor (“DOL”) issued notice amending its Voluntary Fiduciary Correction Program (“VFCP”), along with related final amendments to Prohibited Transaction Exemption ...

A team of 35 fiduciary advocates and professionals has established a public benefit corporation with plans to partner with universities in offering an executive education certificate in fiduciary ...

Any planner that assists veterans, and specifically those attorneys in estate, elder, and guardianship/ conservatorship, should be familiar with how the VA Fiduciaries get involved, what the VA ...

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