FAN includes a range of services designed to take full advantage of the ability to provide high quality advice to participants in retirement plans under the Pension Protection Act (PPA) of 2006. Services are configured to maximize the advantage for participants, employers, plan advisers, fiduciary advisers and plan providers. More...

FAN has incorporated the definition of Fiduciary Advisers under the PPA and the requirement for compliance with existing laws and regulations into the requirements for certifying advisers.

There are two categories of requirements. One based on the PPA and the other based in the Investment Advisers Act of 1940 (40 Act). More...

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: Due diligence and adviser audit for plan sponsors Training leads and disclosures for advisers Promotion for adviser firms and plan providers Record Keeping for compliance and adviser compensation