Administration | July 25th, 2023 AI Tapped to Mine Form 5500s, Leverage Chatbots for Retirement Newfront, a tech-focused advisory firm, recently brought its AI-driven benefit solutions to Congress and will be using AI capabilities to...
Deals and People | July 21st, 2023 Retirement Industry People Moves CalPERS names Teykaerts executive director; SageView hires Sarah Parker as plan consultant; SWBC Retirement brings on new investment adviser; and...
Opinions | October 1st, 2020 Barry’s Pickings: Is the 401(k) System Unfair? What Would Make It Fairer? Michael Barry, president of O3 Plan Advisory Services LLC, debates whether the 401(k) system is fair or unfair and offers...
Products | September 16th, 2020 ERISApedia.com Launches New Edition of ‘Who’s the Employer eSource’ The eSource includes more than 30% new material from the previous edition and the material has been reorganized to make...
Data and Research | December 18th, 2019 Could New DB Plan Designs Solve for Retirement Savings Inadequacy and Inequality? Recent studies find 401(k)s have increased retirement savings gaps among demographic groups, and those in 401(k)s have not met their...
Opinions | June 4th, 2018 Barry’s Pickings: The Possibility of a ‘Provider’s ERISA’ Michael Barry, president of October Three (O3) Plan Advisory Services LLC, discusses how the Securities and Exchange Commission’s (SEC)’s broker/investment...
Compliance | November 16th, 2017 SIFMA Urges Court to Affirm Decision in Fidelity Stable Value Fund Suit The association argues that plaintiffs’ claims rely on hindsight, ask Fidelity to “follow the herd” and imply Fidelity should not...