Retirement Week in Review
- The Weekly Pulse for Sunday, March 10, 2019 In this episode: (1) Global #financialliteracy, (2) U.S. Credit Card debt highest it has ever been, (3) the Internal Revenue Service re-evaluates its decision on #pension Lump Sum Distribution windows, (4) Amazon ends its pop-up stores, but moves forward in #healthcare, (5) Job numbers are below expectations; what is #investor sentiment?, (6) a 24-year old has a saving rate that has her on the path to $100k by the time she is 25 and (7) gender bias in investing and financial advice. This week’s special guest is Annamaria Lusardi, Global Financial Literacy Excellence Center (GFLEC).
- The Morning Pulse Academy: Is There Consumer Cybersecurity Fatigue?
- White House Revives Retirement Cuts in 2020 Budget Proposal
- The 403(b) Crime Hidden In Plain Sight
- Time to allocate out of stable value funds?
- 3 Reasons Why Direct Rollover IRAs Make Sense
- Don’t Let 3(38) Fiduciary Confusion Entangle Your Plan
- 401k Investor Tax Bill DOA Now, Could Resurface?
- Fixed Income Funds Took in Majority of 401(k) Participant Transfers in February
- Why Plan Sponsors Should Consider Adding an ‘In-Retirement’ Tier in 2019
- Kaleida Health Wants ERISA Suit Over Mutual Funds Tossed ; Intel Wants Supreme Court’s Take on ‘Actual Knowledge’ Under ERISA
- ACLI comes off bench to support legislation requiring employers offer access to retirement plans
- SunTrust Fights Long-Running Class Challenge to 401(k) Funds ; IBM Takes 401(k) Stock Fight to Supreme Court ; Still No Right to Jury Trial — MIT 401(K) Plan Participants Not Entitled to Jury Trial of ERISA Breach of Fiduciary Duty Claims
- Employer 401(K) Contributions Hit A Six-Decade Record
- Proposed Regulation BI coverage of retirement investors
- One Thing A Divided Washington Can Agree On: Improving Retirement Security
- Appeals court rejects Disney 401(k) participants’ fiduciary breach complaint
- Departing employees who stay in DC plan for at least a year not likely to leave
- Adding illiquid investments to DC plans creates challenges for sponsors
- How to Choose: 24 Different Designations for 401k Advisors?
- Pairing 401(k) and student loan benefits gains more traction
- The Debt Ceiling and the G Fund: Here We Go Again
- 401(k) Investors Could Pay Tax Aimed At Wall Street Traders
- Safeway Workers Can Use Expert to Challenge 401(k) Plan Fees
ABOUT THE FOUNDER
Jeffrey H. Snyder currently serves as Founder and Creator of The Morning Pulse, Inc. Considered an “industry insider”, thought-leader and an independent voice, he has appeared in both television and print discussing the issues related to retirement and the capital markets. He also is the creator, producer and host of the The Weekly Pulse podcast and TV show, as well as the original series Roads2Retirement.
ABOUT THE MORNING PULSE
Founded in 2012, The Morning Pulse, Inc. is an award-winning digital technology, media company and consulting firm focused on aggregating, organizing and delivering retirement and financial services industry information daily and weekly. Over 200,000 industry professionals, private and public sector executives and government officials have come to trust The Morning Pulse for timely delivery of important and relevant news and content.