January 4th, 2016

Embracing Financial Wellness “Businesses realize that helping their employees achieve and maintain financial well-being is a win-win for their people and their organizations.” Read more > Florida Takes Top Spots in Retirement Friendliness No surprise, cities in Arizona and Florida top out among the best for retirement-friendliness. The worst? According to WalletHub’s rankings, those are in New York and New Jersey. Read more > Lessons from PANC 2015 PLANADVISER National Conference attendees shared the their top strategies for enhancing profitability and service offerings. Read more > Waiting on an In-Plan Income Safe Harbor Defined contribution retirement plan sponsors remain cautious and curious about structured withdrawal products. Read more > MOST READ ARTICLES 1 Stimulus Bill Extends Some Provisions of the CARES Act 2 Coronavirus Hardship Withdrawals, Taxes and Your Retirement Plan Clients 3 Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals 4 Many Near-Retirees Don't Understand Social Security Benefits 5 Once They Catch On, PEPs Could Grow Exponentially

Sponsored message from T. ROWE PRICE Next Generation Thinking: A fresh look at the millennial generation. The American workforce is changing, and millennials are driving the retirement savings conversation. Get the practical solution you need to engage this new generation. Read more > Practice Benchmarking Advisers are becoming more organized about their own practices, with 84% having a written business plan that governs their practice, up considerably from 61% last year. Read more > Retirement Industry People Moves The American College New York Life Center for Retirement Income names co-director, and an Illinois bank opens an investment unit with retirement services. Read more >

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