401k Market Minute: Death Rates Skyrocket, Behavioral Finance Tanks and More
Here’s what’s happening this week
Okay, Boomer: Why Behavioral Finance is No Longer Cool
A recent Twitter thread drew attention to the Nobel Prize-winning discipline's shortcomings, and received quite a bit of attention itself
401(k) Market Minute: Will Hackler Announced as TAPO, Ric Edelman’s Predictions and More
Here's what's happening this week
Bob Doll’s 10 Predictions for 2022: Politics, Pandemics, and Inflation
'2022 will likely be more challenging for investors,' Doll writes.
January Top Advisor by Participant Outcomes (TAPO)—William Hackler
How Complacency Kills a 401(k) Business Will Hackler never sat around waiting for things to happen. Maybe it…
Pooled Plan Filing Requirements Added to Form 5500
Form 5500 instructions have been amended to make clear that a pooled employer plan is a multiple-employer plan that files a single Form 5500 Annual Return/Report
10 Signs of 401(k) Contribution Fraud: DOL
Here's what to watch out for
Reverse Mortgages Reduce Sequence-of-Returns Risk in Retirement Portfolios: Study
Advisors should consider including home equity as an asset in retiree portfolios, given their duty to help clients manage and reduce risk
New Fiduciary Rule Would Hurt Poor Communities: The Hill
'Evidence shows that a fiduciary-only approach is the exact wrong policy to adopt'
Will Strong 401(k)s Counter the ‘Great Resignation?’
'While employers foresee challenges recruiting talent, a majority also anticipate growing their workforce'