Financial Pros Say Fiduciary Rule Prevents Them from Serving Clients |
Seventy-five percent say they will take on fewer accounts with $25,000 or less in assets due to increased costs.
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Experts Advise Investors to Accept Short-Term Volatility |
It may have been predictable that North Korea’s rumblings would send the markets down, so reassuring your participants that a recovery lies ahead is key. Read the wisdom experts shared in a previous volatile market to help keep participants calm and carrying on.
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Paper Gives Guidance About Structuring Real Estate Investments in DC Plans |
As a general matter, DC direct real estate product structures should accommodate the unique considerations that are important to DC plan fiduciaries, such as investor eligibility, regulatory oversight and tax reporting, the DCREC says.
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Millennials Most Interested in Sustainable Investing |
Almost all Millennial investors in a study indicated they want sustainable investment options in their 401(k)s.
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