The IRA Fiduciary Adviser education program, being rolled out in partnership by Morningstar and the American Retirement Association (ARA), is designed to prepare advisers for a continuously shifting ...

“The course has been updated to reflect the latest legislative, Internal Revenue Service (IRS) and Department of Labor (DOL) changes since the program was first made available in 2011,” says PSCA ...

The American Retirement Association announced Tuesday that it has picked fiduciary experts Don Trone, CEO of 3ethos, and Peter Swisher, senior vice president, National Sales at Pentegra Retirement ...

Dalbar has introduced a registered fiduciary designation for 401(k) advisers, the 401(k) RF Designation, who have obtained the skills and training to perform at that level of care. Training for the ...

UBS has expanded its investment-menu building service for 401(k)s, with a co-fiduciary program using Morningstar Investment Management data, the firm announced Thursday. Along with that, UBS is adding ...

Scripta's Rx Navigator, a price transparency tool, provides visibility into drug costs, enabling employers to lower costs, reduce legal exposure and enhance fiduciary oversight. Scripta Insights, the ...

Morningstar Inc. and the American Retirement Association today announced a partnership on an upcoming fiduciary training program for advisers, to help address compliance concerns raised by a new Labor ...

The fiduciary rule goes into effect in April. Fiduciary education provider fi360 has introduced a new training program to help advisors understand the Department of Labor’s fiduciary rule. The online ...

Any planner that assists veterans, and specifically those attorneys in estate, elder, and guardianship/ conservatorship, should be familiar with how the VA Fiduciaries get involved, what the VA ...

The U.S. Department of Veterans Affairs opposes many of the fixes proposed by Congress members to address flaws in the national fiduciary program, which serves more than 130,000 disabled veterans and ...