| DOL Fiduciary Rule Delay Language Emerges |
| The new leadership at DOL has published the rulemaking through which it hopes to delay the strict conflict of interest rules championed by the previous administration and set to take effect next month.
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| From the Magazine: Freezing DB Plans |
| Stewart Lawrence, national retirement practice leader for the Segal Group, in New York City, says there is no right or wrong way in deciding to freeze a defined benefit plan; it is a value judgment for plan sponsors. They just need to review and evaluate their options before they follow through.
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| Investors Increasingly Embrace ETFs for Liquidity |
| ETFs have taken on a central role in critical investment functions like risk and liquidity management.
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| To Truly Help Participants, Consider Their Family Situation |
| When retirement plan advisers talk about their primary concerns for clients, it usually revolves around deferral rates and retirement income projections. However, there are a handful of advisers who use their one-on-one advice sessions as an opportunity to gain insight into participants’ family obligations and goals—and they claim the approach enables them to provide a more complete financial picture.
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