29 July 2021
Here is How DC Plan Participants Acted During the First Half of 2020
The study shows that, as of June 30, 2020, 78% of new plan entrants hold a single target date fund, compared to 63% of participants overall, which was the same as in 2019.
As Mass. Starts Enforcing Fiduciary Rule, Galvin Puts His Game Face On
William Galvin, Massachusetts top securities regulator, stands ready to defend the states fiduciary rule as he begins to enforce the rule Tuesday.
Fiduciary Dilemma: The Risk of Defining Risk by Volatility
Leading thinkers in the financial industry have long used the elegance of standard...
“What Are Some Important Considerations When Choosing A Successor Trustee?”
Ensuring your plans are executed according to your wishes is an important consideration...
Education is a major obstacle to retirement savings
Still too many Americans are struggling to make ends meet
Settlement Reached in NRECA ERISA Litigation
The parties in the lawsuit have reached a settlement agreement, including a cash payment...
'Excessive' Fidelity Target-Date Fund Fees
Quest Diagnostics is being sued by participants of its $3.9 billion 401(k) plan for...
Increasing 401k Lawsuits: Causes, Consequences
With 401(k) plans taking over from pensions as the chief employer-provided means of...
Last Minute Bid To Save Fiduciary Rule Fails
AARP and attorneys general from three states lost their bid to save the Department of...
Tweets by @RetireBetter
What's Best: Traditional IRA vs. Roth IRA? 2016-03-27 Which is the best choice...
As clients continue to reach different financial milestones, it is good to check in on the...
A panel of experts expressed support for a SECURE Act 2.0 package and said expanding...
The SECURE Act 2.0 offers savings stimuli to employees and employers alike in the form of...
SEC To Take Up Fiduciary Standard This Year
The Securities and Exchange Commission Chairwoman Mary Jo White said her agency will look...
Copyright © 2021 FamilyWealth