Service Providers
Nearly 4 in 10 compliance professionals from asset management, investment adviser, and private markets firms have yet to evaluate Artificial Intelligence (AI) as a cybersecurity risk, Ted Godbout writes in MarketBeat concerning the 2024 Cybersecurity Benchmarking Survey.
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The Department of Labor (DOL) released the Retirement Security Rule, informally known as the fiduciary rule, to great fanfare on Tuesday—including a press conference and White House ceremony.
Now that it’s released, what changes does the final rule make to the proposed rule? Here are eight...
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On April 23, the Department of Labor (DOL) released its final Retirement Security Rule—also called the Fiduciary Rule—that it said will “protect the millions of workers who are saving for retirement diligently and rely on advice from trusted professionals on how to invest their savings.”
This...
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Can 403(b)s make a difference in your practice? Both Kelsey Mayo and Nathan Glassey believe so.
They led a workshop at the NAPA 401(k) Summit in Nashville, Tenn., “Understanding the 403(b) Plan Marketplace for 401(k) Practitioners,” which provided plan advisors with insights into the opportunities...
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If ever there were any doubts about the benefits of having a formal financial plan to help prepare for retirement, a study by T. Rowe Price on retirement savings and spending puts that to rest, writes Ted Godbout in MarketBeat.
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Well, as they always say, better late than never. I hope you have been able to sleep at night during the last week without the March version of Nate’s Notes being released, but if you have not, never fear, they are here now.
The end of February and all of March were an extremely rewarding time!...
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While it may come as no surprise, a survey early in 2024 finds that nearly all Americans agree that the financial professional who provides one-time recommendations or other one-time advice about retirement investments should be required to act in their client's best interest, writes Ted Godbout in...
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Editor’s Note: This is part II of a two-part series. Part I is available here.
Generation Z is looking ahead and shows a healthy regard and respect for their financial future, long-term. Studies show that they have a strong interest in financial literacy, saving and employer-provided retirement...
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To “get the meeting no one else can,” in a general session at the recent 2024 NTSA Summit Sam Richter offered simple steps for distilling “trillions of data floating around” into tangible tools that can help foster connection with prospects.
Describing Google as a vacuum cleaner that “sucks up and...
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If bills before both chambers of the Wisconsin legislature are enacted, America’s Dairyland will have a retirement plan marketplace to connect individuals and small employers with retirement plans offered by private financial services firms.
Sen. Melissa Agard (D-Madison) introduced SB 1035 in...
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While employers strive to address employees’ evolving needs, the results of a new survey find a disconnect between compensation and benefit offerings and employee preferences, writes Ted Godbout in MarketBeat.
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Prior to the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE), and the SECURE 2.0 Act of 2022 (SECURE 2.0), for state and local governmental employers sponsoring eligible 457(b) deferred compensation plans (457(b) plans), age 70½ was a significant age for the following...
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This session was led by Ed Salyers, who worked over 30 years with the IRS before opening his CPA firm.
Attendees aware of his experience clearly appreciated his presentation, in which he explained how plan sponsors, administrators, and TPAs should respond if/when the IRS sends a pre-exam...
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Harkening back to the early days of the administration, President Biden’s fiscal year 2025 budget, once again, proposes significant tax increases on corporations and upper-income taxpayers, including a proposal to limit how much taxpayers are allowed to accumulate in their retirement plans. ...
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Research that looked at how employers and benefits providers can succeed with Gen Z finds that the generation is not all that different from their older counterparts, writes Ted Godbout in MarketBeat; they want near- and long-term financial security.
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Tech Talk discusses what the expense ratio is and what it expresses.
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Student loan debt has long been said to be a drag on retirement saving, and a just-released report adds fuel to the fire, writes John Iekel in MarketBeat.
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Tech Talk discusses the administrative fees 403(b) plan service providers charge.
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Greater longevity than in the past is a good thing, as is concurrent big picture improvement in finances, writes John Iekel in MarketBeat. He continues that nonetheless, periodic economic challenges do take place, which can spell trouble—especially for retirees who did not save enough.
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Working for the American worker’s retirement is extremely rewarding and non-stop. February has brought a lot of opportunities to educate in many different directions. From working on Capitol Hill in D.C. to testifying in Washington state, to meeting with individual state legislators in numerous...
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