One-third of Investors Trade While Drunk
Drunk texting is humiliating, drunk trading is devastating. With a nod to target-date funds and their “set it…
Family Emergency Expenses Still a Major Problem, EBRI Finds
Families with working family heads under age 65, fewer than one quarter had more than three months of…
Federal Elder Abuse Prevention Bill Introduced in Congress
The Elder Justice Reauthorization and Modernization Act of 2021 would add significant muscle to state programs to investigate…
How 401k Advisors Live a ‘Full’ Personal and Professional Life
We’re stressed and we know it. The always-on, hyper-connected world in which we live, driven by digital demand,…
What’s Holding Back Health Savings Account Adoption?
The Plan Sponsor Council of America is out with its annual Health Savings Account (HSA) Survey, which finds…
Episode 31: What Do Advisors Absolutely Need to Know About ERISA-Related Issues? Marcia Wagner Explains
Few, if any, know ERISA better than Marcia Wagner. The high-profile attorney is the go-to person to explain…
Biden Administration Extends Student Loan Repayment Pause Until January
A late-breaking tweet Friday from Secretary Miguel Cardona heralded the announcement that the Department of Education has extended…
New 401(k) ‘FORT’ Resource Available to Protect Plan Sponsors
Who does what tasks, and how does a plan sponsor know if the advisor with whom they partnered…
LeafHouse, iJoin Partner on Personalized DC Managed Account Solution
LeafHouse Financial and iJoin announced a new advisor-managed account offering that combines LeafHouses’ FlexFiduciary and reallocateIT portfolio management…
‘Just-In-Time’ 401k Communication More Effective: Report
Targeted 401k communication beats traditional communication, according to a new report. The 401(k) Listening Post, which bills itself…