Industry Resources
Below are links to industry organizations, retirement plan market media sites, advocacy groups and other useful websites for an advisor working in the retirement market. Resources are mostly free of charge and open to the general public, while they have been chosen because of quality of content and relevance, they are not endorsed by RidgeWorth Investments and may not necessarily reflect the views of RidgeWorth Investments.
Free Erisa
FreeERISA.com provides free access to all form 5500s filed with the Department of Labor over the past two years, which include data on retirement, health, life, and other benefits plans from more than 1 million U.S. companies.
Larkspur Data
Larkspur Data offers a searchable database of qualified plans and may help identify plans that may have problems relating to fiduciary liability. Contact RidgeWorth’s team of experienced Retirement Specialists for help using this tool.
Fiduciary Benchmarks
Fiduciary Benchmarks, Inc. (FBi) provides plan benchmarking services, providing an efficient and affordable way to help plan sponsors meet their fiduciary obligation to determine if plan fees are reasonable.
BrightScope
BrightScope is an independent provider of 401k ratings and financial intelligence to plan sponsors, advisors, and participants in all 50 states. They maintain a comprehensive database of information on the 401k plan market and rate each 401k plan quantitatively across critical metrics.
EBRI
The mission of the Employee Benefit Research Institute (EBRI) is to contribute to, to encourage, and to enhance the development of sound employee benefit programs and sound public policy through objective research and education.
Fi360
Fi360 offers investment fiduciary education, practice management tools, and resources that are essential for fiduciaries and those who provide services to fiduciaries to effectively and successfully manage their roles and responsibilities.
ASPPA
The American Society of Pension Professionals & Actuaries (ASPPA) is a national organization of more than 6,500 retirement plan and benefits professionals that serves as the educator, voice, and advocate for the employer-based retirement system.
CFDD
The Center for Due Diligence (CFDD) is an independent information and strategic services firm serving retirement plan advisors. Formerly a provider of 401(k) program competitive analysis, the CFDD is now focused on providing unbiased resources, industry conferences and ERISA Advisor Evaluation services.
ICI
The Investment Company Institute is the national association of U.S. investment companies, including mutual funds, closed-end funds, exchange-traded funds (ETFs) and unit investment trusts (UITs).
CFA Institute
The CFA Institute is the global, not-for-profit association of investment professionals that awards the CFA and CIPM designations. They promote ethical standards and offer a range of educational opportunities online. They offer a range of educational programs and services for their members, program candidates, investors, employers, institutions, and the press.
IMCA
The Investment Management Consultants Association (IMCA) delivers investment consulting and wealth management credentials and educational offerings—membership, conferences, research, and publications.
Plan Sponsor
Plan Sponsor Magazine is a leading online resource providing coverage of the US pension industry to plan sponsors and advisors who work with them.
Plan Adviser
PlanAdviser.com is a leading online resource for advisers and consultants in the retirement plan space looking for practical information on the administration of retirement plans as well as features on practice management and business growth.