January 6, 2017
DOL Targets ESOP Over Sizable Financial Losses
The U.S. Department of Labor is suing the fiduciaries of a Vermont employee stock ownership plan for violations of the Employee Retirement Income Security Act.
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Investors Urged to Stick With Equities, Stay Confident in 2017
The year that concluded in December started with one of the worst opening months for the equity markets on record, followed by a strong rally in Q4 that delivered solid annual returns; what will 2017 bring?
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Claims Against Prudential, CAPTRUST Dismissed in Fee Suit
U.S. District Judge Victor A. Bolden first determined that Prudential was not a fiduciary with respect to the lawsuit’s allegations.
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Rising Interest Rates Lowering the Cost of Retirement Income
Today, investors are enjoying retirement income costs lower by as much as 14% versus a few months ago, according to BlackRock’s CoRI Retirement Indexes.
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MOST READ ARTICLES
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CLIENT SERVICE
PANC 2017: Behavioral Finance and the Future of Improving Retirement Outcomes in the Digital World
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PANC2017 Improving Plan Design for Retiring Participants
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Millennials Suffering From Financial Anxiety
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Advising Women to Take More Investing Risk
SPONSORED MESSAGE FROM T. ROWE PRICE
Visit the DC Advisor Solutions & Tools Center to access Financial Wellness resources
Sponsored by T. Rowe Price
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Employee Wellness Programs Undergo Revolutionary Shift
As wellness programs take more innovative approaches that incorporate physical, mental, and financial health, advisers can stand to gain by connecting plan sponsors with the most innovative providers.
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Key Elements of Financial Wellness
People want information on HSAs and budgeting.
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Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com
Advertising: Paul Zampitella paul.zampitella@strategic-i.com
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