Browsing Tag
Fiduciary
611 posts
Worker Financial Wellbeing is Deteriorating
Among workers earning $100,000 or more, the number of employees living paycheck to paycheck doubled from 2019
Senate Rejects EBSA Nominee Lisa Gomez in Close Vote
To complicate matters further, Majority Leader Chuck Schumer voted against the nomination
SageView Acquires Cash Balance Firm kPlans
Wise Rhino Group served as an advisor to kPlans. The terms of the transaction were not disclosed.
IRS Announces ‘Pre-Audit’ Retirement Plan Pilot Program
The IRS will determine whether to issue a closing letter or to conduct a limited or full scope audit
Swisher, Roberts Joint Venture Launches its First PEP
A key differentiator is that employers retain the exclusive right to hire investment professionals of their choosing
Senate Introduces SECURE 2.0-Like Retirement Bill
The Senators said they’ve worked with colleagues for months to develop the 'broad, bipartisan retirement package'
HUB Continues Hot Acquisition Streak with CSi Advisory Purchase
Based in Indianapolis, Indiana, CSi was founded in 1971
Buckman & Corning’s Nicole Corning on an Educational, and Humbling, Client Case
Nicole Corning is a published author, podcaster, blogger, former political strategist, and managing partner with Buckman & Corning Financial Strategies Group.
Another Flight to Fixed-Income in 401(k) Trading
Outflows were primarily from target-date, large U.S. equity and bond funds
Worrisome Target-Date Fund Performance Year-to-Date
TDFs should be much safer. Lawsuits would make it so.