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ETFs increasing in popularity as possible 401(k) options

Peter Westerman | October 01, 2015

Over half of investors surveyed by Schwab said theyd consider adding ETFs to their portfolios.

Confidence index shows less confidence

Peter Westerman | October 01, 2015

A quarterly survey of CEOs of small to mid-sized business, called the Vistage CEO Confidence Index, conducted by Vistage (www.vistage.com) every quarter since 2003, is showing that, while CEOs of small and mid-sized business were somewhat optimistic about things in general in Q1 2015, they report less optimism in virtually...

5 Ways Benefits Inspire Employee Engagement

Peter Westerman | October 01, 2015

Engaged employees are more connected to their work. Not surprisingly, their performance levels are higher, and they miss fewer workdays. Offering a quality…

How to sell critical illness (and why you should)

Peter Westerman | October 01, 2015

October is Critical Illness Awareness Month, which is a good reminder that critical illness coverage can be an integral part of a product portfolio.

Student loan debt competes with retirement savings

Peter Westerman | October 01, 2015

Employers are likely to become more interested in what so far has not been a widely available, high-visibility perk--helping employees pay student loans.

FINRA says gave failing grade to 208 test takers by mistake

Peter Westerman | September 30, 2015

The Financial Industry Regulatory Authority mistakenly gave failing grades to 208 candidates for the Series 24 exam.

Defined benefit, DC plans changing strategy under QE

Peter Westerman | September 30, 2015

This study looks at 4 investor groupsdefined benefit and defined contribution plans, retail investors and high-net-worth investorsand the risks they face, as well as how theyre responding in light of quantitative easing.

Fund managers grow DCIO and RIA sales force

Nick Thornton | September 30, 2015

The RIA market and the Defined Contribution Investment Only market are where investment managers are putting sales resources, new research says.

For some, DOL fiduciary rule is proverbial road to hell

Nick Thornton | September 30, 2015

The proposed DOL fiduciary rule is a savior of the average worker's retirement. Or...

Alts in 401(k) plans?

Peter Westerman | September 30, 2015

Alts or alternative investments in the 401(k) market are not the pot of gold at the end of the rainbow--their short-term track record hides their true risks.

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ETFs increasing in popularity as possible 401(k) options

Confidence index shows less confidence

5 Ways Benefits Inspire Employee Engagement

How to sell critical illness (and why you should)

Student loan debt competes with retirement savings

FINRA says gave failing grade to 208 test takers by mistake

Defined benefit, DC plans changing strategy under QE

Fund managers grow DCIO and RIA sales force

For some, DOL fiduciary rule is proverbial road to hell

Alts in 401(k) plans?

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