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1933 posts
FIRE, ESG Among 10 Most-Searched Financial Terms
“FIRE” and “ESG” were among the Top 10 Search Terms of 2019 at Investopedia, the financial education website…
Elizabeth Warren ‘Cautions’ DOL About Weak Fiduciary Rule
Conflict of Interest Rule sparks Warren’s warning against weak standards that risk Americans’ retirement savings.
Critically Important 401(k) Documents to Develop and Maintain
CEFEX Perspectives A series of articles on fiduciary practices leveraging the training and experience of CEFEX Analysts. Article…
How IRA Owners Do Retirement Planning Right
More than two-thirds of U.S. households with traditional IRAs said they have a strategy for managing their income and assets in retirement.
Dem Hopefuls Talk Pension Reform, Retirement Security to Teamsters
Union members heard plenty of what they wanted to hear about saving pensions and improving the retirement security…
Action Steps to Help 401(k) Participants Thrive in 2020
New Willis Towers Watson paper has 2020 action steps for DC plan sponsors in the areas of financial wellbeing, investments and plan compliance.
19 Facts that Illuminate Women’s Retirement Risks
Only 12% of women workers are “very” confident that they will be able to fully retire with a…
Rand Paul Takes on AOC Over 401(k)s, Student Debt
Alexandria Ocasio-Cortez, Bernie Sanders and Elizabeth Warren have all called for free college and/or student debt forgiveness. Rand Paul isn't having it.
Americans Not Saving Enough, But Resolve to Do Better in 2020
Americans know they did not save enough in 2019, but many are planning to do something about it…
New Annuity Meant to Help Boomers Support Aging Parents
A new annuity from a division of MassMutual is aimed at Boomers who want to help support aging parents to keep them from outliving retirement funds.