A network in Arizona has found a way to increase financial literacy, employee participation in retirement plans and employer action to boost options available to employees all at once.
In MarketBeat, Ellie Lowder discusses the status and importance of variable annuities in light of the DOL’s issuance of its fiduciary regulations.
In Tech Talk, Ellie Lowder tells us whether the plan sponsor in a non-ERISA (public education) 403(b) plan is responsible for oversight of individual annuity contracts and individual custodial accounts.
The White House in a fact sheet it issued on Aug. 25 announced and expressed support for the Department of Labor’s (DOL) final rule on states creating retirement plans, but sentiment is not universally positive.
A new report finds a nice improvement in public pension plan funding in fiscal 2014 — but cautions that things may have slipped since.
A new study looks at the benefits of both — and calls into question the conventional wisdom on who benefits most, and how participants should approach those options.
Four years after enactment of the California Secure Choice Retirement Savings and Trust Act (S.B. 1234), the California Assembly passed legislation Aug. 25 approving the program’s implementation beginning Jan. 1, 2017.
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