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Pension Protection Act: Win, Win, Win for DC

The Pension Protection Act (PPA) of 2006 has created opportunities for the defined contribution industry. Plan sponsors win through reduced liability by engaging qualified Fiduciary Advisers to advise participants. Fiduciary Advisers win by earning fees for helping participant to grow their retirement plan. Plan providers win because of higher plan balances and lower cost of service to participants. More...

FAN solutions include:

Links to Key Papers and Articles

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Press Releases

FAN education includes all adviser requirements, including:

  • Role & responsibilities
  • ERISA background
  • Effective employer sales practices
  • Age appropriate investment methods

Provide a private and confidential self-assessment to determine how likely an adviser is to succeed as a Fiduciary Adviser.

The assumption is that the adviser can learn the skills of the fiduciary adviser but this self-assessment looks into other factors that limit success.

PPA has unleashed the panoply of conflicting reactions from the various retirement plan experts.

This section allows you to view some of the questionable beliefs, and relates them to what was enacted in PPA and offers opposing views of likely future practices.

Why don't we say Advisor?
FAN Solutions

Adviser & Provider Sales & Promotion

FAN includes extensive sales and promotion support for business development.

Click here to find the details.