When it comes to
retirement preparation and investing, members of Generation X (ages 35 to 49)
tend to be more worried than Baby Boomers (ages 50 to 68), a PNC Financial
Services Group survey finds.Read more >
No matter the
generation, less than half of Americans responding to a recent LIMRA Secure
Retirement Institute survey said they understood how much they should be saving
for retirement.Read more >
Social media is
joining traditional financial news media as a key source of information used by
institutional investors, according to Greenwich Associates.Read more >
New rule language outlined by the Department of
Labor will increase the number of advisers and brokers required to act as
fiduciaries for investment clients.Read more >
The U.S. Equal Employment Opportunity Commission
(EEOC) published a Notice of Proposed Rulemaking (NPRM) describing how Title I
of the Americans with Disabilities Act (ADA) applies to employer wellness
programs that are part of group health plans.Read more >
The Department of Labor’s (DOL) new fiduciary
investment advice proposal replaces or updates past guidance about advice to Employee
Retirement Income Security Act (ERISA) plan sponsors and participants in ways
that would provide additional protections and make fees and who is acting as a
fiduciary clearer.Read more >
Americans of different economic status have
differing ideas about income tax refunds, according to recent surveys.Read more >
ASK THE EXPERTS
Groom Law Group and Cammack
Retirement Group will field your
questions concerning 403(b) plans
and regulations. Email rebecca.moore@strategic-i.com with Subject
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