Betterment for Business Officially Launches Robo-401(k)
Betterment for Business, the robo-advisor's new 401(k) platform, officially launches today with about 50 plan sponsors already signed up to use it, Betterment announced.
FSI Vows to Continue Fighting DOL Fiduciary Rule
Dale Brown: “We’re not ruling out any actions” to stop rule’s implementation. David Bellaire: Rule “will do irreparable harm to investors.”
With File-and-Suspend Dead, Maximizing Social Security Benefits
Start with the SSA’s own benefit calculator — and check clients' earnings history — before determining who should file and when, Bloink and Byrnes write.
When the Market Fluctuates, Boomers Stay Put
A new study of Americans age 50 and older finds that the majority claim to be “long-term investors who understand market fluctuations are natural.”
Clients’ Dementia Presents Ethical Challenges for Advisors
Gerontologist Sandra Timmermann explores the "thorny issues" of cognitive decline.
Economy, Benefits Top Military Voters’ Concerns
Military voters, like many voters, are focused on the economy, according to the First Command Financial Behaviors Index.
What Plan Sponsors Want in a Retirement Advisor: MassMutual
Retirement plan sponsors are paying close attention to advisors’ value propositions. A survey released in January by MassMutual identifies what they’re looking for.
Consumer-Driven Health Plans Drive Cost Consciousness: EBRI
CDHPs appear to be effective ways to encourage cost-conscious behavior among participants, according to EBRI.
DOL Fiduciary Rule Heading to OMB as Obama Gives Final State of the Union
An expedited OMB review of DOL's rule could put it out before April. Legal challenges are already being prepared.
Retirement Plans Will Be ‘Next Evolution’ in ESG Investing
Following new guidelines from DOL, retirement plans will lead the push to spread ESG themes, says Gregg Sgambati of S-Network Global Indexes.