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 ...

DRESHER, Pa.--(BUSINESS WIRE)-- Ascensus, the nation’s largest independent services provider of retirement and college savings plans, is pleased to announce that its Investment Fiduciary Program, ...

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 ...

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 ...

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 ...

PITTSBURGH--(BUSINESS WIRE)--Fi360, the nation’s leading provider of fiduciary-related education and technology, has added new modules to its Fiduciary Essentials for Advisors (FEA) training program ...

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 ...