by Kevin McBride | Oct 28, 2022
-Every 401(k) plan and defined benefit plan has an investment advisor. The investment advisor has a fiduciary responsibility to avoid self-dealing. But in active investment strategies, that line can be blurred and easily crossed. The biggest potential for abuse comes...
by Kevin McBride | Aug 30, 2022
Prudential Goalmaker is an “app” designed to help balance an individual retirement account portfolio. By guiding plan participants through several multiple-choice questions, the Prudential app helps each participant to identify their investor style, risk profile and...
