Happy Friday, readers. At the beginning of July we introduced a new format for our weekly news roundup. We will continue to bring you the most popular articles of the week, but now our curated content will be themed. The third Friday of every month will focus on Client Service. We hope you enjoy this new format and know you will find it helpful and informative.
Ron Cohen, head of DCIO sales at Wells Fargo, compares the surprisingly wide gap between what plan sponsors expect from their advisers versus what advisers generally prioritize.
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As one would expect, advisers have a greater impact on plan performance when they play a more active role in the retirement plan committee’s ongoing discussions and decisions about setting goals.
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Since the new Congress began in January, there have been more than 20 bills proposed that impact consumer-driven health plans, and more specifically HSAs.
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Lincoln Financial Group conducted an analysis of the savings and investing habits of men and women, finding the latter group is more focused on protecting lifetime income in retirement.
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