Here they are—the 2025 Advisors’ Choice Top Recordkeepers! Who does it best? Here’s what their advisor partners had to say.
Also:
‘Fishing expeditions’ and ‘cookie-cutter cases’ are just two phrases used to predict coming litigation in the wake of Cunningham v. Cornell University. Judy Ward explains what advisors — and fiduciaries — should know.
Fiduciary heavy hitters Jamie Greenleaf and Fred Reish help advisors and employers navigate CAA 2021 and its ERISA fiduciary obligations.
Why would a retirement plan professional suggest that plan sponsor clients offer cash balance plans to employees? John Iekel has some answers.
Top Gun: Maverick contains a lesson that speaks directly to benefits advisors, one about performance, purpose, and the bigger picture (seriously). Brett Shofer explains.
Should you drive or fly? Rebecca Hourihan asks a hypothetical 401(k) marketing question.
Spencer X Smith tells us three ways AI can transform your social media game (that most advisors miss).
David Levine wants
