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CFP Board Postpones July Exam
CFP exam September 2020 postponed by CFP Board for candidate safety amid COVID-19, with new testing dates announced.
Nationwide Moves to Permanent Work-From-Home Strategy
Nationwide took that step yesterday, announcing it will permanently transition to a hybrid work model that combines working…
Most Consumers Still Baffled by Annuities
New quiz from Secure Retirement Institute shows majority of consumers are still baffled by annuities, which now have an easier path into retirement plans.
New Bill Raises 401(k) Contribution Limits During COVID Crisis
The SECURE Act, CARES Act, and now the SAVERS Act? The top Republican on the House Financial Services…
‘CARES 2’ Could Include More RMD Relief
RMD relief in next stimulus could ease required withdrawals. See what Congress may change and how it could affect 401k and IRA savers.
New CARES Act RMD and Rollover Rules: Chart
CARES Act RMD Waiver gives 2020 relief by pausing required distributions from retirement plans and IRAs, with rollover options available.
Transamerica Launches Low-Cost Variable Annuity
On Monday, Transamerica announced the launch of a new variable annuity with average annual fees that are roughly…
Trump Versus Biden on 401k’s Future: Retireholi(k)s
See John Sullivan discuss the presidential candidates on RetireHoli(k)s. What are the presidential candidates saying about the 401(k)?…
Empower Retirement Pledges No Pandemic-Related Layoffs
Empower Retirement announced Thursday that it will not lay off any of its workers at any of its…
Cybersecurity Help for Advisors Working Remotely
FINRA cybersecurity alert urges firms to secure remote devices; Workplace offers free compliance software for advisors.