Court Finds Employee Did Not Have Information to Prove Benefits Claim |
The 9th Circuit reversed a district court decision that a participant did not prove he was entitled to benefits, saying the burden of proof should be on the employer, which had all the necessary information.
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Opportunities Exist for Advisers Among Career Military |
Fewer military members contributed to retirement accounts last year, but working with an adviser improved outcomes.
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Researchers Find Potential Reason for Lack of Annuity Use |
Language used to describe annuities should reduce the possibility of death-related thoughts, the researchers suggest.
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Paychex and LPL Launch Solution to Address Fiduciary Concerns |
The Small Market Solution will incorporate LPL’s 3(38) investment management service and employee Worksite Financial Solutions into Paychex’s retirement offering, including recordkeeping, administration and one-on-one service.
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