Featured News

White Paper: IRS Issues Relief for Louisiana Storm Victims

The Internal Revenue Service ("IRS") issued significant hardship relief for retirement plan participants and certain members of their families who have been affected by the Louisiana storms and flooding since mid-August.

Fiduciary resources: Introducing MassMutual's Fiduciary Support Analyzer

SOS: Your clients want help with their fiduciary duties! Using the Fiduciary Support Analyzer, you can help sponsors assess their level of fiduciary knowledge and support.

Learn More About the DOL Fiduciary Rule

On April 6th 2016, the Department of Labor released the final version of its new fiduciary rule. Broadly stated, the rule expands the circumstances under which advisors or others are considered fiduciaries as a result of investment product recommendations made to plan participants, plan sponsors and IRA investors.

Press release: A Winning Combination for Retirement Plan Advisors

New MassMutual study underscores importance of an effective value proposition for retirement plan advisors. Yet, few advisors articulate their value.

Investment Commentary

To Affinity and Beyond!

Once you’ve got hold of something, it’s hard to let it go.

So What Did You Expect?

Why do financial markets sometimes move up on bad news and down on good news? Why do these unanticipated fluctuations seem to bother us so much?

From the Blog

Practice Management: The 'Gateway' to Retirement Plan Flexibility

Owners of small businesses and professional practices can achieve greater flexibility in how they apportion contributions to employees when they participate in a profit-sharing retirement savings plan by employing a “cross-tested” design known as New Comparability.

Practice Management: How to Win New Retirement Plan Sponsors? Referrals.

If you’re looking to get in the door with retirement plan sponsors who don’t have a financial advisor or want a new one, the most important thing you can do is make sure you’re worth a referral from the clients you already serve.

Grow Your Business: Ask And You Will Receive

Retirement plan advisors who want to build their practices can accomplish just that by providing superior service and asking plan sponsors for referrals and recommendations.