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Prepare Participants for Challenges beyond their 401(k) |
A 401(k) plan can help participants in reaching their retirement goals, but many other factors impact retirement outcomes. Guide your participants on Social Security, health care costs and other issues affecting outcomes with tools and insights from J.P. Morgan Retirement Link. LEARN MORE.
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DOL Conflict of Interest Rule Could Force Staff Changes |
More than half of broker/dealers surveyed by the LIMRA Secure Retirement Institute believe some of their advisers will retire rather than sell under the new.
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Conflicted Findings in Fidelity Fiduciary Rule Impact Study |
Fidelity finds the number of financial advisers who see opportunity in DOL conflict of interest reform has more than doubled in recent months; other advisers are planning to exit the employer-sponsored plans or individual wealth markets.
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Top-Hat Plan Participant Can Get ERISA Help With Denial of Benefits |
ERISA Section 502(a)(3) may extend to remedy inequitable conduct pertaining to a supposed waiver of plan rights and to a breach of the general good faith standard of contract law by the plan administrator, a court found.
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Use of Online Tools, Advice Boosts Savings |
Investors who frequently use online tools and consult with a financial adviser have higher savings than those who do not, according to a survey by The PNC Financial Services Group, Inc.
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Majority of Today’s Retirees Still Have a Pension |
However, only 24% of the active working population are covered by a pension.
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