Join Us @ the 2017 North Carolina Fiduciary Summit

http://xgrowthsolutions.com/events/2017-north-carolina-fiduciary-summit/  

2016 North Carolina Fiduciary Summit Recap

Thanks to everyone who participated in our 2016 North Carolina Fiduciary Summit.  The discussion was insightful and the food was great (thanks Angus Barn!). Below is a topical outline of...

Getting “Schlichtered”: A rash of lawsuits hit 403(b) plans

403(b) plans are under attack! Over the last few weeks a rash of class action lawsuits have hit higher education.  The lawsuits have been filed by...

Are Mutual Fund Share Classes a Ticking Time Bomb?

Are Mutual Fund Share Classes a Ticking Time Bomb? The risk associated with using investments that “revenue share” with service providers is heating up. Multiple courts across the...