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The mutual fund industry has long complained about the wait associated with getting SEC approval of new funds.
© 2025 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
By Lynn Cavanaugh | May 14, 2025
While the 2026 Social Security cost-of-living-adjustment will be announced in October, it is projected to be 2.4% by the Senior Citizens League.
By Lynn Cavanaugh | May 12, 2025
With the steep plunge in Tesla shares this year, the Lehigh County Pension Board, which oversees $500 million in retirement funds, passed a resolution last week to pause new investment in Tesla and will seek to completely divest its holdings.
By Lynn Cavanaugh | April 30, 2025
The number of Gen X managed account holders with at least 3 months of emergency savings more than doubled from their point of enrollment in a managed account, which improves their financial confidence.
Guide
Sponsored by Trustmark Voluntary Benefits
Address Your Clients' Evolving Long-Term Care Needs Effectively
Demographic shifts and rising costs make long-term care (LTC) a critical concern for employees of all ages. Equip yourself with insights into the LTC challenge and discover flexible hybrid solutions to help your clients prepare.
Guide
Sponsored by isolved
Broker's Guide to Mastering Client Open Enrollment & Boosting Employee Experiences
Your HR clients often face common open enrollment pitfalls, such as administrative burdens and inadequate employee communication--leading to negative employee experiences. Learn how you can help your clients address these gaps. This guide offers brokers actionable insights to advise on streamlined processes and effective communication plans that will foster employee (and client!) satisfaction.
Report
Sponsored by New Benefits
Employer Trends Across the Benefits Landscape: An HR Pulse Survey
Rising costs & low engagement challenge employers. This HR Pulse Survey reveals key trends from HR leaders across various industries and looks at the opportunities for brokers to elevate service, address pain points, and demonstrate ROI, especially with non-insured benefits.