ICI: Don’t Curb ‘Death Master File’ Access for 401(k)s Excerpt: “The Department of Commerce seems to intend for access to continue as groups go through the certification process, says Judy Miller, director of retirement policy at the American Society of Pension Professionals & Actuaries, another signatory to the letter. “But [the department’s intention] wasn’t clear,”… Continue reading
Do you know what’s wrong with your 401(k)? Excerpt: “Experts also say that good advice is personalized and customized. And one way of telling whether the advice personalized is “if the adviser asks questions about (your) situation whether online, on phone, or in person,” said Fred Barstein, the founder and the CEO of the Retirement… Continue reading
Plan Consultant Magazine Releases Winter Issue Protecting Your Retirement Egg Arlington, VA (January 17, 2014)–As the economy slowly recovers from recession, many retirement industry professionals are strategizing to improve financial security for their plan participants while attempting to maintain strong returns on investments. It’s a fine line to walk when balancing security and returns, and… Continue reading
The theme of the winter edition of 403(b) Advisor is this: It’s no longer sufficient for a successful 403(b) advisor to be simply a purveyor of retirement products. Or even just an expert on investments and financial markets. In order to cut through the clutter of financial advice that comes at us from the media, both mass and social, he or she must go into some unfamiliar, even surprising territory.