Compliance | April 16th, 2015 Changes Plan Sponsors Would See With New Fiduciary Rule Reading media reports about how the DOL’s new fiduciary investment advice proposal will affect adviser practices, plan sponsors may be...
Participants | April 16th, 2015 Knowledge Gap on Income Needs Denotes Deeper Problems Across generations, U.S. workers still struggle to set and follow retirement income plans, a LIMRA Secure Retirement Institute study shows.
Compliance | April 15th, 2015 Fiduciary Wording Invokes Storm of Comments The DOL’s release of the reworded fiduciary proposal was a critical event for the retirement industry—so there was no shortage...
Participants | April 15th, 2015 Gen Y Money Woes Persist Despite Growth U.S. workers, especially Generation Y, face persistent financial worry despite improvements in the economy.
Compliance | April 15th, 2015 DOL Says Protection and Flexibility the Themes of New Fiduciary Proposal Recognizing that the fiduciary standard applies to a myriad of highly specific circumstances, the DOL tried with its new proposal...
Compliance | April 14th, 2015 Fiduciary Rule Review Too Short, FSI Says The Department of Labor has shared long-awaited rule language that will fundamentally impact the way plan sponsors work with plan...
Compliance | April 14th, 2015 Broad Strokes of New Fiduciary Rule Outlined by DOL New rule language outlined by the Department of Labor will increase the number of advisers and brokers required to act...
Compliance | April 14th, 2015 DOL Says Today Is the Day for Fiduciary Rule Language After years of waiting, the retirement plan industry will later today see a revised “consumer protection proposal” from the Department...
Data and Research | April 9th, 2015 Five Signs of Employee Financial Stress Worksite wellness education can help employees ease economic stress and counteract these distractions.
Compliance | April 8th, 2015 DOL Announces Fiduciary Responsibilities Seminars The Employee Benefits Security Administration announced locations, dates and registration information for a series of fiduciary responsibility seminars.
Data and Research | April 8th, 2015 Employers See Employees Needing Retirement Investing Help Eight out of 10 companies surveyed say most of their employees do not know as much as they should about...
Deals and People | April 1st, 2015 Acquisition Starts Search for Financial Education Technology Corporate Insight analysts tell PLANSPONSOR the recently announced deal between LearnVest and Northwestern Mutual could be the start of a...
Participants | March 18th, 2015 Employee Financial Stress Levels Creep Higher Sixty percent of employees are significantly burdened by financial woes, a survey finds.
Data and Research | March 18th, 2015 Women Need Retirement Planning Nudge Research from the LIMRA Secure Retirement Institute suggests women could use a nudge to complete certain retirement planning activities.
Compliance | March 13th, 2015 GOP Tells OMB to Proceed with Care on Fiduciary Rule In a letter to the Office of Management and Budget, GOP senators predict dire consequences for American workers if the...
Products | March 13th, 2015 Fifth Third Bank Offers SmartDollar Program Fifth Third Bank now offers financial guru Dave Ramsey's SmartDollar financial wellness program to its retirement plan clients.
Administration | March 12th, 2015 Boosting Plan Participation Without Auto-Enrollment For most non-ERISA 403(b) plans, automatic enrollment is not an option.
Participants | March 6th, 2015 Participants Appreciate Guidance About Retirement Plan Investing Nearly one-third of investors surveyed said they most need advice about which retirement plan funds to invest in.
Administration | March 4th, 2015 Financial Wellness Programs Should Address Key Risks Employer financial wellness programs may include education about budgeting and paying down debt, but they should also help employees protect...
Products | March 4th, 2015 NARPP to Offer Participant Education Evaluation Tool An evaluation tool created by NARPP can be used to measure the impact of education programs and initiatives.