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  2. Self-funded health care - Wikipedia

    en.wikipedia.org/wiki/Self-funded_health_care

    The plan sponsor (also known as the “employer” or “group”) is the entity that sponsors, crafts, offers, maintains, and funds the plan. While the duties of a plan administrator may be delegated to an entity other than the employer, the law invariably requires that the employer be considered the plan sponsor. [7]

  3. The Biden admin just finalized a controversial new retirement ...

    www.aol.com/finance/biden-admin-just-finalized...

    The Retirement Security Rule broadens the definition of a fiduciary to include any financial service provider who is compensated to provide advice to individual retirement account owners ...

  4. Wellington Management Company - Wikipedia

    en.wikipedia.org/wiki/Wellington_Management_Company

    Wellington Management Company. Wellington Management Company is a private, independent investment management firm with client assets under management totaling over US$1 trillion based in Boston, Massachusetts, United States. The firm serves as an investment advisor to over 2,200 institutions [2] in over 60 countries, as of 30 June 2020. [3]

  5. Pros and cons of hiring a financial advisor - AOL

    www.aol.com/finance/pros-cons-hiring-financial...

    Cons. Unclear fees. Some advisors may be unclear on their fees and when they get paid. But as a client, this is something that you need total clarity on from your advisor. “It is important to ...

  6. Fiduciary vs. financial advisor: How these types of advisors ...

    www.aol.com/finance/fiduciary-vs-financial...

    Cost. A financial fiduciary need not cost more than a financial advisor. Financial advisors may be paid a flat fee per job, an hourly rate or a percentage of assets under management. In contrast ...

  7. Cetera Financial Group - Wikipedia

    en.wikipedia.org/wiki/Cetera_Financial_Group

    www.cetera.com. Cetera Financial Group (commonly referred to as Cetera) is an independent wealth hub and financial services provider comprising, among other companies, one of the largest families of independent registered investment advisers and broker-dealers in the United States. As such, Cetera provides financial advisors, tax professionals ...

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