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Top Industry Articles

Client Service
15th Anniversary of Retirement Plan Adviser of the Year

Since 2005, we have honored 39 individuals and teams with the PLANSPONSOR Retirement Plan Adviser of the Year award program.

February 18, 2020
Compliance
Fidelity Wins Dismissal of FundsNetwork Revenue Sharing Challenge

The firm has successfully argued that it is entitled to negotiate and collect revenue-sharing fees from mutual fund companies in exchange for representation on its FundsNetwork platform.

February 18, 2020
exclusives
Cybersecurity Strategies for the Adviser Industry
Effective cybersecurity strategies start with the right tone at the top, with senior leaders who are committed to improving their organization’s digital posture.
February 20, 2020
exclusives
Inheritance Pathways Exist to Replace Stretch IRAs
The SECURE Act is stalled in the U.S. Senate due in part to several lawmakers’ concerns that it does away with so-called “stretch IRAs,” but tax and inheritance experts say other effective tax mitigation strategies are available.
September 20, 2019
Client Service
Weighing 403(b)s versus 401(k)s for Nonprofits

In most cases, the 403(b) is the better option.

February 14, 2020

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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We make it easier for investors to find information about financial advisors. We gather and analyze regulatory filing data on every advisor in the US and present it in a free online directory.

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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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