| Former GAO Leader Calls for a Retirement Rethink |
| David Walker, former head of the Government Accountability Office, called on the retirement industry to work alongside government and community leaders to build a better financial future for Americans.
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| Clarifying Scope and Value of Fiduciary Services |
| Before becoming founder and CEO of Unified Trust Co., Gregory Kasten was an M.D. in anesthesiology. When looking for retirement advice, Kasten “found a lot of smart people and advisers to talk to, and some of them had some powerful ideas, but most were ultimately trying to sell me a specific product or bring me back to a particular fund family.”
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| EBSA Covers Client Basics in Video Series |
| A new video series from the Employee Benefits Security Administration covers topics including setting financial goals, budgeting, determining a retirement savings rate and managing debt.
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| Advisers Hesitant to Recommend Guaranteed Income Options |
| Eighty-nine percent of all advisers have not recommended a guaranteed income option to their clients, according to research featured in LIMRA’s industry trends blog.
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