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Florida bans more state pension funds from investing in ESG

By Jim Turner

Gov. Ron DeSantis has made changes that direct investment decisions to be based only on "pecuniary factors" and they can't include "social, political or ideological interests."

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Stock options tied to retention, but employees want more financial guidance

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Financial wellness: Tailoring a program to specific employee needs is key

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January 26, 2023

SECURE 2.0: Year-by-year breakdown for employers and plan sponsors

Since failure to comply with the regulations pertaining to 401(k) administration can lead to significant financial penalties, business leaders need to familiarize themselves with the new retirement plan rules starting with 2023.

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January 26, 2023

What makes a good advisor? Raising the bar at the next retirement plan review

For the annual review, an investment policy statement is highly recommended, which outlines general rules for the manager, provides the general investment goals and objectives and describes the strategies to employ.

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January 26, 2023

The DOL's 2023 regulatory agenda: New rules for 401(k)s and group health plans

No slowdown is expected in the coming months when it comes to employer-sponsored health care and retirement plans. Here are some of the big-ticket items.

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January 24, 2023

Employees got debt? How employers can stress the importance of debt reduction

This can be an opportunity for employers to share practical financial wellness solutions through live seminars, video classes, training available online and face-to-face conversations.

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January 24, 2023

State, municipal pension funding dropped 6% in 2022: New approaches are needed

Most public pension plans are distressed or fragile, and there are better ways – risk-managed pensions, guaranteed return plans, hybrid plans or any combination – to design them for the 21st Century, says a new report.

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January 23, 2023

SECURE 2.0: Mandatory retirement plan changes for employers and plan sponsors

With the passage of this landmark legislation, significant administrative guidance on changes to retirement plans will be forthcoming from the IRS and the DOL, but here is a preliminary summary of the most relevant changes.

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January 23, 2023

Retirement savers want help (and their interest in financial advice has doubled)

Not only does this finding from a new survey bode well for advisors, but it bolsters the bridge between employers and advisors, making collaboration toward better retirement outcomes more organic.

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Top Advisor Sales Strategies Stories

Florida bans more state pension funds from investing in ESG

Stock options tied to retention, but employees want more financial guidance

Financial wellness: Tailoring a program to specific employee needs is key

Recommended Just For You

Advisor Sales Strategies Stories

SECURE 2.0: Year-by-year breakdown for employers and plan sponsors

What makes a good advisor? Raising the bar at the next retirement plan review

The DOL's 2023 regulatory agenda: New rules for 401(k)s and group health plans

Employees got debt? How employers can stress the importance of debt reduction

State, municipal pension funding dropped 6% in 2022: New approaches are needed

SECURE 2.0: Mandatory retirement plan changes for employers and plan sponsors

Retirement savers want help (and their interest in financial advice has doubled)