Employee Benefits Account Manager U.S. Retirement & Benefits Partners
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Nova 401(k) Associates
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Retirement Plan Consultants
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VP, Sales Consultant (Manhattan/Long Island Territory) FuturePlan, by Ascensus
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Strongpoint Partners
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Pentegra
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West Side Federation for Senior & Supportive Housing
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Ascensus
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Part-Time Distribution Reviewer Nova 401(k) Associates
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Strongpoint Partners
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View More The Fiduciary Institute Webinars, Podcasts and Conferences
Kelly v. TIAA, the August Fifth Case Rocking the Pension WorldThe Fiduciary Institute |
Sept. 12, 2024 Recorded Online Webinar |
This podcast is about a new class action litigation and SEC whistleblower complaint involving TIAA, the financial services powerhouse that has long dominated the teacher defined-contribution plan marketplace. The Institute calls it the “case rocking the pension world.” The takeaway: Be wary of investment firms which target teachers, including education unions which have registered with the SEC so they can profit from selling financial products to their members. |