Finance News & Insights

Retirement plans: An involuntary step 97% of folks are glad their companies took

Employees are finally starting to come around to retirement savings tactics they had seen as intrusive and sneaky just a few short years ago. [Read more…]

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DOL officially pushes back fiduciary rule date: How long does Finance have?

In a move that should come as a surprise to no one, the DOL delayed the effective date of the fiduciary rule. Now that there’s some definitive information on the rule’s timetable, Finance can move forward with its strategy. [Read more…]

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Fiduciary compliance: A 15-point checklist that covers all your bases

Between recent court verdicts against employers and the potential adoption of the DOL’s fiduciary rule, fiduciary compliance is more critical than ever. The steps in this strategy essentially guarantee you and your plan are in compliance. [Read more…]

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Leaderless DOL proposes a 60-day fiduciary rule delay, asks for your input

It looks like the DOL’s controversial fiduciary rule may not take effect on its scheduled deadline after all. [Read more…]

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Reducing your fiduciary liability: Is this safeguard right for Finance?

Two words that have caused a lot of headaches and stress for finance chiefs in recent years: Fiduciary Duty. As a result, an increasing number of employers are turning to an additional safeguard. [Read more…]

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401(k) presentations: 4 areas that Finance needs to address

These days, 401(k) education is an absolute must for employees. For many workers, their 401(k) is their main (and sometimes only) retirement savings vehicle. [Read more…]

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3 must-ask questions about the benefits you offer

Considering the even-bigger bite health insurance is about to take out of most employers’ budgets (thanks, Obamacare), companies are facing many tough decisions when it comes to their benefits offerings. [Read more…]

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Fear over retirement highest it’s been in 23 years

Even with an economy that’s gradually moving out of a recession, worries over retirement are still mounting for employees. [Read more…]

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Are your employees tapping their 401(k)s early?

Fresh 401(k) data is in and it doesn’t look good. [Read more…]

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