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Financial Wellness and 401k Plans with Colleen Bell [PODCAST]

Financial Wellness and 401k Plans with Colleen Bell [PODCAST] | The 401k Study Group ® | Scoop.it

[podcasPlease join me today as I chat with Colleen Bell, Vice President Retirement Center at Cambride Investment Research as we chat about her passion -Financial Wellness There has been movement and disucssions form Advisors, Plan Sponsors and HR Professionals about moving the conversation away from Partcipant Educattion to Financial Wellness. Listen in to here our thoughts on that topic and why changing the conversation will be helpful in the future.

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Retirement plan leakage and retirement readiness

Retirement plan leakage and retirement readiness | The 401k Study Group ® | Scoop.it


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Keep those Plan documents and amendments | JD Supra

Plan sponsors aren’t the greatest keeper of plan records because as a plan fiduciary, they think they get too many reports, prospectuses, and plan documents. It’s a lot paper to keep,...

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▶ Exclusive Tour of the Fidelity Institutional Office of the Future with Ed O'Brien - YouTube

Take a virtual tour the Fidelity Institutional Office of the Future online at https://fidelityinstitutional.fidelity.com/fi/campaigns/office-of-future/fideli...

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Top IBDs for Women: What Works Well

Top IBDs for Women: What Works Well | The 401k Study Group ® | Scoop.it
These firms have the highest percentage of female reps. What are they doing differently?

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AARP, Unions Back Fiduciary Redefinition

AARP, Unions Back Fiduciary Redefinition | The 401k Study Group ® | Scoop.it
Congress is heading out of town, but that hasn’t stopped a consortium of unions and consumer groups from sending a “Dear Member of Congress” letter lending their support to the Department of Labor’s revision of the fiduciary rule.

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The Sun’ll Come Out - DC Daily Stat

The Sun’ll Come Out - DC Daily Stat | The 401k Study Group ® | Scoop.it
31%: Employees worldwide who expect their personal finances to improve in 2014.

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Working Without Saving

Working Without Saving | The 401k Study Group ® | Scoop.it
36%: U.S. workers who are not saving for retirement.

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RIP DIY?

RIP DIY? | The 401k Study Group ® | Scoop.it
71%: U.S. investors who would rather get professional advice when investing.

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Being a Burden - DC Daily Stat

31%: Members of the Silent Generation (ages 68 to 88) who worry about being a burden on their families.

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Is a country-wide pension system the answer to America’s retirement woes?

University of Rochester researchers propose revolutionary pension-based approach to re-energize the U.S. retirement system.

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Proactive Steps Retirement Plan Sponsors Should Take

Retirement plan sponsors have a lot of headaches and liability because of their role as plan fiduciaries. They can sit back and do nothing, thereby increasing their potential liability....

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Get the Most Out of Plan Automation

Most retirement professionals agree that automatic plan features, such as automatic enrollment, contribution escalation, and re-enrollment, increase plan parti…

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Issues with Hiring a Mutual Fund Company as Your 401(k) TPA

In England, British breweries own many of the top beer pubs because watering holes are an effective means of beer distribution. If a business can control the method of distribution of...

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REASONS FOR JOINING THE 401k STUDY GROUP THIS MONTH

REASONS FOR JOINING THE 401k STUDY GROUP THIS MONTH | The 401k Study Group ® | Scoop.it
Here are some of the reasons new advisors joined The401kStudyGroup this month:   “I want to share what we find works in the 401(k) space as well as learn from the best & brightest what they fin...

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Hard to Understand - DC Daily Stat | BlackRock

Hard to Understand - DC Daily Stat | BlackRock | The 401k Study Group ® | Scoop.it
43%: Plan participants who find the information from their employer’s 401(k) plan difficult to understand.

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DOL Opens RFI Window on Brokerage Windows

DOL Opens RFI Window on Brokerage Windows | The 401k Study Group ® | Scoop.it
The U.S. Department of Labor has published a request for information on the use of brokerage windows, self-directed brokerage accounts and “similar features” in 401(k)-type plans.

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Wealthfront has 'best shot' to remain leading digital disruptor: Forrester

Wealthfront has 'best shot' to remain leading digital disruptor: Forrester | The 401k Study Group ® | Scoop.it
Report points to low-cost online platform, Millennial market, $1 billion in AUM.

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The Best Fighters

The Best Fighters | The 401k Study Group ® | Scoop.it
  There is school of thought that the best fighters are not even in in the ring yet in the qualified plan advisory business. One thing we know for sure is we have room for more to serve the 60...

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ShoeFitts Releases Social Media Best Practices Guide

ShoeFitts Marketing Creates Social Media Rollout Best Practices Guide for Financial Services Firms

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401(k) Pros That Financial Advisors Should Partner Up With | JD Supra

Starsky had Hutch, Cagney had Lacey, Fred had Ginger, Bogie had Bacall, Bonnie had Clyde, Bert had Ernie, Baskin had Robbins, and Sheriff Bart had the Waco Kid. Whether it’s law...

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2014 Broker-Dealers of the Year—Scenario 3: SEC Imposes Fiduciary Standard on Reps

2014 Broker-Dealers of the Year—Scenario 3: SEC Imposes Fiduciary Standard on Reps | The 401k Study Group ® | Scoop.it
How would top BDs handle this scenario?

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Top Shelf Un-Conflicted Retirement Plan Support

Top Shelf Un-Conflicted Retirement Plan Support | The 401k Study Group ® | Scoop.it
Today I chat with Jeff Feld, CPA - Principal of Alliance Pension, LLC. Jeff has served on the Employee Benefits Committee of the Illinois CPA Society for over ten years and is also an Associate Professional Member of the American Society of Pension Actuaries. He has provided guidance and professional perspective to the top management of Charles Schwab through his selection to serve on their national Advisory Board. He frequently speaks at professional seminars and writes articles focusing on 401(k) issues, fee disclosure and other benefit plan topics. We will be discussing what top shelf plan retirement plan support should look like to an Advisor and a Plan Sponsor. Jeff will also chat about betting early on technology and how that has improved the level of service that Alliance can provide.

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Drive 55

Drive 55 | The 401k Study Group ® | Scoop.it
How fast do you go on the highway? The speed limit or 9 miles per hour over the speed limit. If you are in North Jersey you can't go the speed limit safely can you? The actual and practical speed l...

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It's Time to Hug it Out with Your 401(k)

It's Time to Hug it Out with Your 401(k) | The 401k Study Group ® | Scoop.it
It's Time to Hug it Out with Your 401(k)

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