April 6th, 2017

DOL Delays Fiduciary Rule by 60 Days The Department is making the move in response to the Trump memorandum. Read more > Consumer Groups Vow to Continue Fighting for Fiduciary Rule Their “Retirement Ripoff Counter” shows that without the protections of the fiduciary rule, investors are losing $1.9 million an hour, $46 million a day—and $17 billion a year. Read more > EBRI Calls for Auto Plan Portability If workers could automatically roll their 401(k) plan over to a new employer, the Institute says this could generate an additional $2 trillion in retirement savings. Read more > Majority of Plan Auditors Handle Five or Fewer Audits This lack of experience can lead to mistakes, ERISApedia.com says. Read more > MOST READ ARTICLES 1 Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals 2 CAPTRUST Acquires Retirement Planning Practice From Plante Moran Financial Advisors 3 MassMutual Cites Scale in Agreeing to Empower Deal 4 2020 PLANADVISER National Conference 5 A New World and New Opportunities for Alpha

HSA Use Growing Although more people are enrolling HSAs today, misconceptions still hold back many from making the most out of these accounts. Read more > Americans Lack Knowledge in Financial Literacy A survey found, among other findings, that 40% of respondents have little knowledge about inflation, 38% have no familiarity with compounding, and 16% cannot make a decision whether they would choose a higher or lower interest rate on their mortgage. Read more >

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