Mark Dence News Today

FeeX has a three-year-old service lets advisers allocate assets in held-away accounts. It is compliance-friendly and secure, the firm says.

Why some 401(k)s seldom change providers Record keepers lament the tendency for many plans to stay put, but big 401(k)s are often priced so low that no one bids for them December 21, 2020 2 MINS Retirement plans are increasingly slow to change providers, and that is becoming a challenge for the record-keeping industry, said guests at the RPA Convergence Record Keeper Roundtable and Think Tank. Across plans of all sizes, advisers and consultants can have little incentive to...