Monday, September 18, 2006

 

DALBAR and PLANSPONSOR to Create Fiduciary Adviser Network (FAN)

DALBAR, Inc. and PLANSPONSOR today announced a joint venture to pre-qualify financial professionals to act as Fiduciary Advisers and to provide the due diligence and documentation required by the Pension Protection Act of 2006 (PPA). The Fiduciary Adviser Network will give plan sponsors and providers a source of advisers to support 401(k) and 403(b) plans with independent advice to plan participants.

The Fiduciary Adviser Network (FAN) is a turnkey solution designed to prepare advisers to meet the standards of prudent selection required by PPA. FAN provides the training, due diligence and access to employers that advisers need in order to realize the income opportunities of being a Fiduciary Adviser. FAN supports individual practitioners; small and large practices as well as advisory services of major RIA's, banks, insurance companies and broker/dealers.

DALBAR and PLANSPONSOR to Create Fiduciary Adviser Network Source: BusinessWire

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