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Top Industry Articles

magazine
An IPS Is Not Required
But there’s no good reason for a plan not to have one.
April 12, 2019
Compliance
New Jersey Latest State to Issue Fiduciary Regulations

Brokers who were happy to see a federal-level uniform fiduciary rule rejected by an appeals court last year may now be rethinking their stance as a patchwork of state-level rules comes to the fore.

April 16, 2019
awards
2019 PLANSPONSOR Retirement Plan Adviser of the Year
The 2019 PLANSPONSOR Retirement Plan Adviser of the Year winners and finalists have demonstrated leadership and a commitment to excellence for their retirement plan sponsor clients and participants. Congratulations to all the firms on the list!
February 22, 2019
Deals & People
Retirement Industry People Moves

Broadridge acquires custody assets from TD Ameritrade; The Standard promotes and hires industry consultants; Regional sales consultant joins TRA; and more.

April 18, 2019
Compliance
DOL Receives Recommendations for Lifetime Income in DC Plans

The ERISA Advisory Council sent a report to Secretary of Labor R. Alexander Acosta focusing on recommendations for promoting lifetime income (LTI) within defined contribution (DC) plans through changes to the annuity selection safe harbor and modifying the qualified default investment alternative (QDIA) rule.

April 22, 2019

401(k) Plan Ratings

Our retirement plan ratings help you understand the strength of your plan based on key features, including fees, company generosity, and the BrightScope Rating.

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"BrightScope has developed a 100% quantitative, independent analysis for 401k plans that will be a valuable resource for companies to benchmark their plans compared to plans of similar size, industry and demographics​."

-Craig Spitz, CFO Synteract, Inc. (2010)

Mutual Fund Analysis

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-Dave Logan, best-selling author of Tribal Leadership, www.davelogan.com

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"Weatherly's contact with the founders of BrightScope over the last 5 years has been nothing but ethical and dynamic. Their logical and linear way of bringing solutions to the marketplace is a breath of fresh air."

- Carolyn Taylor, Weatherly Asset Management​

Insights

Build Practical Financial Know-How to Make Better Decisions

Retirement Plans
Boeing Plan Report (Updated)
Boeing Fee Settlement Highlights the High Bar for ...
BrightScope Editorial
401k Plans
IBM 401k Plan Report
IBM 401k plan still the largest, and one of the be...
BrightScope Editorial
Financial Planning
Portfolio - Money Trap
4 Investment Risks Warren Buffett Says You Should ...
Curtis Hollowell
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