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31
Jul

3 Things To Check On A Beneficiary Form … Besides The Beneficiaries

Here’s 3 things to check on a beneficiary form … besides the beneficiary.

Source: www.theslottreport.com

31
Jul

Struggling to Save – DC Daily Stat | BlackRock

57%: Middle market U.S. households that are not saving regularly.

Source: www.blackrock.com

30
Jul

ShoeFitts eBook Helps Financial Services Industry Harness the Power of Social Media

Portland, Oregon (PRWEB) July 29, 2014 — The “100 Tips for Social Media Success” by ShoeFitts Marketing president Sheri Fitts brings a comprehensive social media game plan to professionals in the financial services marketplace with easy-to-follow instructions in an engaging and colorful format.

Source: www.prweb.com

30
Jul

What Are My Options? – DC Daily Stat | BlackRock

75%: Middle market U.S. households that are interested in learning saving options.

Source: www.blackrock.com

30
Jul

Reflections in the Mirror 2014: Defined contribution plan participan…

This study from American Century Investments revealed that plan participants acknowledge the importance of saving along with the potential consequences of not …

Source: www.slideshare.net

29
Jul

Once More Unto the Fiduciary Breach

A class-action suit highlights potential fiduciary risks for 401(k) plan sponsors.

Source: ww2.cfo.com

29
Jul

College Debt Spurs Parents Toward 529s

Source: www.planadviser.com

29
Jul

Women Worried About Running Out – DC Daily Stat | BlackRock

11%: Gap in how much more worried women are about running out of money in retirement than men.

Source: www.blackrock.com

25
Jul

Online Investment Advice and Robo-Advisers

The potential for human advisers to recommend unsuitable investment advice due to conflicts of interest is at the heart of the current debate over a uniform fiduciary standard, a measure that would require anyone providing investment advice to the pu…

Source: www.huffingtonpost.com

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25
Jul

SEC.gov | SEC Adopts Money Market Fund Reform Rules

Source: www.sec.gov