by Kevin McBride | 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,...
by Kevin McBride | 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...
