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July 1st, 2016 |
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ASK THE EXPERTS
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| Fifty-one percent of Americans surveyed identified “having enough money to last my whole life” as a very big problem when they thought about living to age 100.Read more > |
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| Wells Fargo Finds Diversification Has Improved in DC PlansYounger and less tenured employees are more likely to satisfy the minimum diversification goal.Read more > | Analysis Finds Concerning Differences in Retirement Income CalculatorsInputs and assumptions were disconcerting, and action steps suggested, or lack thereof, were alarming, Corporate Insight says.Read more > | Fidelity Drops Pricing on Index Mutual FundsFidelity Investments announced that effective July 1, 2016, it will reduce total net expenses on 27 of its equity and bond index mutual funds and exchange-traded funds (ETFs).Read more > | | Kiplinger Online Editor Stacy Rapacon compiled lists of the 10 States Where You Will Want to Retire and 15 Worst States for Retirement. States were measured on factors such as cost of living, average income for age 65 and older households, average health care costs for retired couples and tax friendliness for retirees.Read more > | | David Levine and David Powell, with Groom Law Group, and Michael A. Webb, vice president, Retirement Plan Services, Cammack Retirement Group, will field your questions concerning 403(b) plans and regulations. Send them to rmoore@assetinternational.com with Subject: Ask the Experts. Answers may be printed in future (b)lines. This feature is to provide general information only, does not constitute legal advice, and cannot be used or substituted for legal or tax advice. | 2016 PLANSPONSOR Recordkeeping SurveyPLANSPONSOR’s 18th annual Recordkeeping Survey questionnaire was distributed to known providers of full-service and unbundled recordkeeping for both qualified and nonqualified defined contribution (DC) plans. A total of 60 responses were received prior to the survey deadline in May.Read more > |
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