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What’s in a fund name? More – and less – than you might imagine.  According to a new paper by academics at Kansas State, Saint Louis University and Seton Hall, along with a researcher at the Ipsos Behavioral Science Center, when a participant searches through her plan’s menu of investment options... READ MORE
If you think you’ve had a bad week, just remember – it could have been worse. Check out what happened to these guys (and gals)…  You know what they say about letting a fox guard the chickens? Well, in Brittany, France, a fox managed to sneak in to a chicken coop here… through an automatic hatch... READ MORE
Would you like to know more about behavioral finance, tips and tools to boost your efficiency, how to “debunk” the fiduciary myth, MEPs, fintech? We’ve got you covered…  We’ve already talked about the challenges of being in more than one place at the same time and being stuck between a rock and a... READ MORE
Nevada may be gambling with access to brokerage services for residents, based on the reactions of a number of brokerages to the Silver State’s proposed fiduciary regulation. According to published reports, Morgan Stanley says it would halt its brokerage services in Nevada entirely if the state... READ MORE
Conventional wisdom often says that women don’t participate much in their financial well-being, but a new study suggests that wisdom is only partly true. In fact, more than 80% of women globally are highly involved in their short-term finances, such as daily expenses, budgeting and cash flow,... READ MORE
Imagine if you had to build a puzzle and all the pieces have no corner pieces, no edge pieces and are all the same color? It would really be hard to put it together and quite honestly, you’d probably quit and not try it. That’s what many employees are facing today as they try to manage day-to-day... READ MORE
Following a slow start after 2018’s year-end market volatility, 401(k) investor trading activity again remained calm for February, reflecting a mostly positive performance for investors. According to the Alight Solutions 401(k) Index, February included only three trading days of above-normal... READ MORE
Whether you’re looking to pick up a new credential – or earn some CE for a current one – the NAPA 401(k) Summit is a veritable one-stop shop. At the 2019 NAPA 401(k) Summit, April 7-9, in Las Vegas, you’ve got a unique opportunity to not only earn NAPA’s Certified Plan Fiduciary Advisor credential... READ MORE
“After vigorous advocacy and negotiation,” the parties in a 403(b) university excessive fee suit have come to terms. The settlement – stuck between participant-plaintiffs Diane G. Short, Judith Daviau and Joseph Barboza and Brown University – consists of a $3.5 million cash payment and “other,... READ MORE
Responding to a question from a financial advisor in Massachusetts, the ERISA consultants at the Retirement Learning Center Resource addressed a common inquiry involving IRA contributions.   The ERISA consultants at the Retirement Learning Center Resource Desk regularly receive calls from... READ MORE