Showing entries from 2021.
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Considering the woeful state of employee financial wellness statistics and the number of individuals living paycheck-to-paycheck, employer-sponsored financial wellness program should be relatively effective. But how can we determine whether the programs are working as intended? There has not been a…Read more
This time last year, retirement plan sponsors and those who work with them were focused on the ramifications of the SECURE Act, the first piece of retirement plan legislation in over a decade. Shortly thereafter, the CARES Act took center stage and left plan sponsors to deal with more changes. Towar…Read more
On December 15, the Department of Labor (DOL) released what it calls “Prohibited Transaction Exemption 2020-02, Improving Investment Advice for Workers & Retirees,” more commonly known as the Final Fiduciary Rule. This comes after the Proposed Rule was released on June 29, with the comment period yi…Read more