PERFORMANCE BENCHMARKS AND SELF-DEALING

by | Oct 28, 2022

Home Return to Blog Call Us (213) 600-6077 PERFORMANCE BENCHMARKS AND SELF-DEALING -Every 401(k) plan and defined pension plan has an investment advisor. The investment advisor has a fiduciary responsibility to avoid self-dealing. But in active investment strategies,...

PRUDENTIAL GOALMAKER APP UNDER FIRE

by | Aug 30, 2022

Home Return to Blog Call Us (213) 600-6077 PRUDENTIAL GOALMAKER APP UNDER FIRE   Prudential Goalmaker is an “app” designed to help balance an individual retirement account portfolio.  By guiding plan participants through several multiple-choice questions, the...