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As brokers continue to search for voluntary benefits to supplement their sales in the coming years, legal plans might just be one of them.
April 24 -
A program airing yesterday cited excessive fees and lack of clear guidance for the failure of the 401(k) to prepare Americans for a longer and more costly retirement.
April 24 -
When managing money, the large majority of Americans today are not looking for shortcuts or get-rich-quick strategies, according to Northwestern Mutuals 2013 Planning & Progress Study.
April 24 -
After small group reform passed California ten years ago, brokers feared the worse, says blogger Andrew Torelli. What lessons can that bill teach us what to expect with the ACA?
April 24
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Recently a number of market observers have suggested banning actively managed mutual funds from retirement plans as a way of increasing participant balances. Their logic is that actively managed funds don't beat market averages or benchmarks often enough to justify their higher fees. Also, it is said that actively managed funds tend to be recommended by advisers who profit from their sale and therefore aren't objective.
April 23 -
A $15 billion asset increase, paired with a $14 billion liability decrease, reduces the Milliman 100 PFI pension funded status deficit to $285 billion.
April 23 -
Study Reveals Financial Industry Not Meeting Womens Needs. Three-fourths feel they earn better returns teaming with financial professional.
April 23 -
Chili peppers and migraines have traits in common, a fact scientists are exploiting to develop drugs capable of preventing the debilitating headaches painful symptoms before they attack.
April 23 -
Fewer than half of Generation X and Generation Y investors have made saving for retirement their top priority and a majority have little understanding of financial products and services, according to LIMRA research.
April 23 -
There may be a slightly silver lining to the murky clouds of health care reform: ancillary benefits, which often include voluntary benefits, are expected to grow substantially in the coming years. Advisers may do well to leverage these offerings with clients, says EBA Blogger and UBA CEO Thom Mangan.
April 23
