Browsing Tag
Retirement
2319 posts
Auto Everything (Except Decumulation): 2022 NAPA 401(k) Summit
'It’s going to be very difficult to create a personalized solution unless we engage people'
How to Offer (and Charge For) Student Debt Reduction Help: NAPA 401(k) Summit
The SECURE Act expanded the definition of tuition reimbursement to include student debt
Live From Tampa! A New Way to Differentiate Advisors: NAPA 401(k) Summit
'Imagine having your own television channel, radio show, and podcast'
Jason Chepenik’s TAPO Redux: Bigger, Better, More Creative
'My business has doubled in every aspect'
401k Auto Portability Featured in Senate HELP Committee Hearing
'Auto portability changes helps demographic groups most adversely affected by cash-out leakage'
Where Does the U.S. Rank in Mutual Fund Fees and Expenses?
'The increased prevalence of unbundled fund fees enables transparency and empowers investor success. However ...'
New Fiduciary Best Practices for Insurance and Annuities: CBCF
Recent legislation has put insurance back on the fiduciary track
House Passes SECURE 2.0
"Half the people that get up and go to work everyday in America are not in a qualified retirement plan," Congressman Neal said.
Yield Curve Inverts as Warning Signs of Recession Flash
'The shape of the yield curve has ramifications for consumers and business'
Mutual Fund Expense Ratios Fell, But How Far?
In 2021, average index equity mutual fund expense ratios were 0.06%, compared with 0.27% in 1996.