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July 25th, 2017 |
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Women Require More Financial Planning HelpWomen at retirement age, those between the ages of 60 and 75, understand the components of retirement income far less well than men of the same age, although even men don’t grasp the topic very well, the RICP Retirement Income Literacy Survey from The American College of Financial Services found. Only 18% of women passed the quiz, compared to 35% of men.Read more > |
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ESG Means More Than Negative Stock ScreensTwo experts with Northern Trust Asset Management recently penned a helpful analysis examining the proper role of environmental, social and governance (ESG) investments in defined contribution (DC) retirement plans. In the past ESG funds were typically designed to simply “screen out” certain stocks. Today the product set is far more sophisticated and leverages ESG analysis to improve decisionmaking.Read more > |
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ASK THE EXPERTS
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Effect of the Supreme Court Ruling on Church Plans“Does the Supreme Court ruling about the definition of church plan mean it may be possible for such organizations to continue to maintain church plans that are not subject to the Employee Retirement Income Security Act (ERISA) as they have in the past, or is there more to come on this subject?”Read more > |
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