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Mutual fund costs have fallen to 48 basis points in 2016 from 77 basis points in 2000 for plan participants, according to data from Investment Company Institute.
May 11 -
Agents will not pursue any actions against investment advice fiduciaries who are working diligently and in good faith to comply with impartial conduct standards.
May 10
Seyfarth Shaw LLP -
Rents have increased an average of 3% annually over the 14-year time period of the study, while incomes have declined .1% annually.
May 10 -
A study by Merrill Lynch and Age Wave has found that 42% of women are concerned that they will outlive their nest egg when they reach the age of 80.
May 9 -
The WealthSpark platform helps employees save with personalized investment tools.
May 9 -
Workers look to employers to develop programs that will help them reach financial success, according to a new Prudential study.
May 9 -
Plan sponsors may be paying too much attention to the post-work planning requirements of younger workers, finds Franklin Templeton survey.
May 9 -
Employers and plan sponsors must define what “financial wellness” really means to their workers.
May 8
The Financial Literacy Toolbox -
Whether the husband takes reduced benefits has no impact on the spousal rate, although it could effect potential widow's benefits, according to a Social Security expert.
May 8 -
Led by its venture capital arm, the cable giant launched Brightside, which is now available to other employers.
May 8 -
Employers and plan sponsors must define what “financial wellness” really means to their workers.
May 7
The Financial Literacy Toolbox -
Retirees should delegate the management of their finances to their children before they reach advance years and their health starts to decline.
May 7 -
Employers need to know that it’s critical to help workers master basic money principles to make smarter spending decisions.
May 4
PFT Employee Benefit Solutions -
Medicare premiums will increase for high-income retirees because of the change in the income brackets that will serve as basis for determining these premiums for their Part B and Part D coverage.
May 4 -
With the rescue attempt's failure, all eyes now turn to the SEC which is considering its own proposal for raising financial advisor standards of conduct.
May 4 -
Incentives play key role in the overall success of emotional and financial wellness programs.
May 4 -
Workers with a high-deductible health plan will be better off setting up a health savings account, which offers tax benefits for savings earmarked for future medical expenses.
May 3 -
Employers need to find out the type of advisor they work with, whether they are signed on to the plan as a fiduciary and whether any fiduciary limitations exist.
May 3
Lawton Retirement Plan Consultants -
Employers need to know that it’s critical to help workers master basic money principles to make smarter spending decisions.
May 3
PFT Employee Benefit Solutions -
With a recent uptick in 401(k) related lawsuits, employers should take concrete steps to help participants while giving their company the fullest extent of protection possible against potential litigation.
May 2
DWC ERISA Consultants
















