| Ways to Make Default E-Delivery Even More Effective |
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Recordkeepers and other service providers have submitted generally positive comment letters to the Department of Labor regarding its proposed e-delivery default rule, but they also have some specific suggestions for improving the proposal.
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| Schwab and TD Ameritrade Reveal Mega Merger Plan |
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The all-stock transaction is valued at approximately $26 billion; while subject to various closing conditions, the deal is expected to close successfully by the middle of next year.
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| Presidential Elections and Retirement Portfolios |
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Presidential election cycles have a history of unpredictability, and for that reason alone investors should be cautious about tailoring their portfolios based on the politics of the day.
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