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
The Wall Street Journal: Do you know what’s wrong with your 401(k)?
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 plan sponsors have to be well-informed to maximize both, improve… Continue reading