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SECURE
1876 posts
Paper or Electronic Statements? 401k Participants Can’t Decide
Back in October 2019, the U.S. Department of Labor (DOL) proposed a rule allowing mandatory ERISA retirement plan…
Millennials Falling Behind on Retirement Savings?
Millennials’ retirement expectations are similar to previous generations—they hope to retire with adequate income that will last. No…
SEC Names ‘Chief Data Officer’ to Assist in Enforcement
The Securities and Exchange Commission today announced Austin Gerig as its Chief Data Officer, a new leadership position…
Alarming Number of Retirees Rely Solely on Social Security
A new report finds that a large portion—40%—of older Americans rely only on Social Security income in retirement.…
How to Become your Clients Maximum Value Partner (MVP)
In an environment where differentiation is critical to your success, you work hard to bring your A-game to the retirement plan clients and prospects you serve. Article Presented by MassMutual
Young ‘Super Savers’ Teach Important Lessons About Saving for Retirement
For the last three years we’ve been studying a group of Gen X and Gen Y “super savers”…
RIAs Top-of-Mind in SEC’s Just-Released 2020 Exam Priorities
The Securities and Exchange Commission’s Office of Compliance Inspections and Examinations (OCIE) today announced its 2020 examination priorities,…
SEC Charges Radio Show Advisor with Defrauding Retirees
Important question—will the passage of the SECURE Act make stories like these more or less prevalent? The Securities…
5 Ways to Improve Retirement Security
It’s a retirement plan call to arms. Transamerica Center for Retirement Studies (TCRS) lists five steps to better…
The Biggest 401(k) Regulation Story of 2019
Surprisingly, the top regulation story of 2019 was not the SECURE Act, but rather a sibling bill, the…