Morningstar Under Fire for Alleged Anti-Israel Bias
The South Carolina State Treasurer went so far as to threaten to cut ties with the research giant if the situation isn’t corrected
SRP’s Shannon Maloney Likes to Make Tough Guys Cry—Here’s Why
Shannon Maloney is a Desert Storm veteran, Managing Director with Strategic Retirement Partners (SRP), and a monthly finalist…
Americans Know About Delaying Social Security, Still Don’t Care
'Advantages of creating a retirement income strategy that maximizes your Social Security benefits can’t be overstated'
Wrong Way: United States Drops in Retirement Security
The challenges to retirement security are particularly problematic in countries with a pay-as-you-go retirement system
One Generation Doesn’t Think Much of Financial Advisors
Yet nine in ten respondents overall say they value their financial advisors’ knowledge and guidance
Department of Labor Recovers $131.8M for Wells Fargo 401k Participants
Wells Fargo allegedly used the dividends paid on the preferred shares to defray its obligation to make contributions to the 401k plan
Hub Buys Construction Industry-Focused 401k Firm Direct Advisors
Wise Rhino Group represented Direct Advisors in the transaction
Hot August Temps Meant Cool 401k Trading Activity
Bond funds topped inflows, while most outflows were from target date funds
Senator Marks ERISA Anniversary, Calls for Gomez Confirmation
Recognizing the importance ERISA plays, she introduced the following resolution
DOL Releases New Bulletin on Independence for Plan Accountants
The department issued an Interpretive Bulletin as far back as 1975 that set forth guidelines