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Anchor 3(16) Fiduciary Solutions
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Retirement Relationship Manager MAP Retirement
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Southern Pension Services
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BPAS
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Regional Vice President, Sales MAP Retirement USA LLC
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MAP Retirement
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Pentegra
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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The Fiduciary, Legal, and Cybersecurity Risks of Sharing Participant Data with Advisors
Multnomah Group 
[Opinion] Sept. 17, 2024 "As the consulting / advisory market has consolidated, larger advisory firms fueled by outside capital from private equity and the public markets are pressing recordkeeping organizations to provide more to the advisors or risk losing market share and being excluded from client RFPs. It's easy to see the risks this creates for all involved, but plan sponsors must act to avoid them.... [T]he pressure for data sharing by conflicted advisors is raising significant concerns about conflicts of interest and participant data security." MORE >> |
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