Aaron Friedman

Advisors Wanted: 403(b) Plans Need ‘Modernizing’

By Gil Weinreich, AdvisorOne | May 22, 2012

Aaron Friedman of Principal Financial says that in areas like investment options, investment policy statements and participant education, advisors have a role to play in “modernizing” 403(b) plans.
Big Opportunity in Small 403(b) Plans

By Gil Weinreich, Advisorone | December 14, 2011

Aaron Friedman, national nonprofit practice leader for the Principal Financial Group, says it is the smaller plans that have not refined their investment lineups or matched the level of participant education where advisors can add the most value.
403(b)s Embracing 401(k) Standards: IA Retirement Plan Advisor for May 2010

By Savita Iyer-Ahrestani, AdvisorOne, Savita Iyer-Ahrestani, AdvisorOne | May 19, 2010

Greater number of 403(b) plans adhering to fiduciary requirements
DOL Issues New 403(b) Form 5500 Guidance

By Melanie Waddell, AdvisorOne | February 22, 2010

Like 401(k) plans, 403(b)s must now file full Form 5500 electronically

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