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Chartered SRI Counselor Designation Introduced By CFFP
According to the College for Financial Planning, investors of all kinds are clamoring for more information about sustainable investments and corporate responsibility.
IRS Issues How-To Guidance for Prorating Short Plan Years
Two new IRS publications lay out important rules and clarifications for when and how to prorate compensation and benefit limits for short plan years.
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Cost of Living Surprise
Health care, basic living and taxes each cost more than retirees expected
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Few Advisers Plan for Succession
A mere 27% have a formal plan, but within 5 years of retirement, it's 40%
Reported Gifts to Grads Indicates Millennials Understand Financial Issues Facing Them
Millennials are more likely than Gen Xers or Baby Boomers to give the gift of help with financial obligations, such as student loan payments and bills; financial education...
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A Role for Both Active and Passive
Advisers like the lower fees of passive, plus the upside of active, investing
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Survey Links Optimism to Health
The connection even affects how retirees manage their money
Investment Products and Services Launches
MassMutual Introduces New TDFs; J.P. Morgan Updates TDF Selection Tool; and Krane Funds Advisors Creates CIT for Retirement Plans.
IRS Reminds Non-Electing Church Plans of Qualification Requirements
While non-electing church plans are not subject to most ERISA requirements, they are subject to pre-ERISA regulations.
Franklin Templeton Report Tackles 529 Plan Myths
As of the first quarter, more than $1.5 trillion in student loan debt was outstanding, triple the amount in 2001; with these figures in mind, Franklin Templeton researchers...
Data Points
The Status of Company Matches
Overall, 73.7% of plans offer a match, down from 74.7% last year