After dying in 2020, a proposal to tax financial transactions—including those in 401(k) plans—is once again before the Garden State’s legislature.  During the start of the New Jersey legislative session this week, Assemblyman John McKeon (D-Essex and Morris) reintroduced legislation (A1757) on Jan... READ MORE

The pandemic apparently has chipped away at women’s confidence in retirement planning, according to a recent survey of employer-sponsored retirement plan participants and sponsors.  About one in five (18%) women feel they are on the wrong track for retirement and the same percentage expects to... READ MORE

Employer-provided financial wellness programs go a long way toward helping employees keep their financial lives on track, but various hurdles appear to be preventing programs from flourishing, a new survey finds.   According to TIAA’s 2022 Financial Wellness Survey, 6 in 10 Americans report being... READ MORE

A new report finds that more U.S. households are seeking help for multiple financial tasks, with growth being driven by households with $100,000 to $500,000 in assets.  Nationally, 3 in 10 households sought help on three or more tasks in 2021, a year-over-year increase of 4 percentage points and... READ MORE

Against a backdrop of record-setting litigation and workforce management challenges, many retirement plan committees are asking what steps they can take to put participants on a path to creating a fully funded retirement income stream. To address those challenges and more, a new blog post from... READ MORE

For investors focused on ESG factors, better performance and seeing the benefits of their investing are critical to their decision to invest in ESG, according to a new survey.  Results from Nuveen’s 6th annual Responsible Investing Survey reveal that 55% of ESG investors say better performance is... READ MORE

President Biden’s nominee to lead the Employee Benefits Security Administration (EBSA) appears to be back on track.  While it appeared the nomination of Lisa Gomez to serve as Assistant Secretary for EBSA at the Department of Labor was in jeopardy after having been included in a list of nominees... READ MORE

Despite concerns about inflation and rising costs, many Americans are optimistic they will be in a better financial position in 2022, and are making new saving and spending resolutions.  According to Fidelity Investments’ 13th annual New Year’s Financial Resolutions Study, more than 6 in 10 (62%)... READ MORE

Noting that this year’s theme is a “tug of war between earnings tailwinds and valuation headwinds,” Bob Doll observes that 2022 is shaping up to be a more challenging year for investors.  As he has for more than 30 years, Doll, the Chief Investment Officer at faith-based investment firm Crossmark... READ MORE