2015 PLANADVISER Micro Plan Survey |
The services that advisers offer micro plans fall considerably short of what specialist advisers present to larger plans, something advisers can keep in mind when pursuing business in this market.
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Raising the Plaintiffs’ Bar |
The recent crop of excess fee cases include a subset of lawsuits against banks and financial institutions that sponsor 401(k) plans making their own products available on the investment menu of an in-house plan and utilizing subsidiaries to serve as the plan’s trustee and recordkeeper.
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Americans Desire Advice About Saving and Investing |
Less than two-thirds of Americans interviewed are confident they are saving enough for retirement, down from 72% in 2015.
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Income Groups Show Wild Variance in Retirement Savings |
“The State of American Retirement,” a paper from the Economic Policy Institute, looks at the retirement prospects of working-age families, focusing especially on retirement account savings.
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