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1874 posts
Cost Estimate of DOL Fiduciary Proposal Wrong: SBA
Is there revolution in the ranks? In the flood of comments letters from interested stakeholders on the DOL fiduciary…
AARP Backs a DOL’s Proposed Fiduciary Rule
AARP got their comment letter just under last Wednesday’s deadline, as you knew it would. Little surprise—the nation’s…
Life Planning in the 21st Century: Everplans’ Schneiderman
Technology is supposed to make our lives easier, but it isn’t always the case. In addition to hard-copy…
Positive Retirement Attitudes Don’t Translate to Positive Retirement Planning: Lincoln Financial
It’s the gagillionth survey of its type—one that finds a disconnect between optimism and action—and the only thing…
From Hippies to Hard-of-Hearing: 46 Years After Woodstock, Baby Boomers Are Playing It Safe
It’s been 46 years since Woodstock, which drew 400,000 young people to upstate New York for three days…
On 80th Anniversary, Remind Clients About my Social Security
As the 80th anniversary of Social Security approaches, remind your clients to sign up for their Social Security…
Nine in Ten Consumers Believe Financial Advisors Puts Their Interests First
Great news from the consumer front! It seems financial advisors are gaining in trustworthiness and consumer satisfaction. A…
Major Retirement Fail: 80 Percent of Americans Can’t Pass Basic Quiz
Just 20% of retirement-age Americans can pass a basic quiz on how to make their nest eggs last…
E-Delivery of Plan Documents Could save $500 Billion Annually: SPARK Institute
The SPARK Institute, a retirement plan industry advocacy organization, recently released a comprehensive white paper which examines the…
Gen X Low on Retirement Optimism: Northwestern Mutual
Not a big surprise, given the generation’s reputation. Despite a recent PNC Financial Services Group study to the…