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Get news updates and commentary from financial professionals and leaders on markets, trends, total retirement solutions and more.


    How the DOL’s final rule on ESG impacts ERISA plan fiduciaries

    Consideration of environmental social governance (ESG) factors in investment decision-making for ERISA retirement plans has been a contested issue for several decades. Various presidential administrations have sought guidance from the Department of Labor (DOL) about how — or if — ERISA plan fiduciaries should value ESG components.

    July 19, 2023 | 3 min read


    The role of stable value funds in a diversified 401(k) portfolio

    When plan sponsors and financial professionals choose plan investment options, their aim is to provide all participants with choices that are appropriate for their retirement savings objectives, while acknowledging that different people’s objectives are likely to vary widely.

    July 12, 2023 | 3 min read


    The role race plays in planning for retirement

    Retirement guidance that doesn’t consider factors such as race and ethnicity is incomplete. Not every experience with money or employment is universal, so financial planning that’s inclusive of ethnicities, family makeup and life circumstances is vital to help ensure everyone gets a fair chance at thriving in retirement.

    June 21, 2023 | 3 min read

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    Study: race and ethnicity can impact financial views and worries

    People often struggle with conversations about differences in experiences among people of varying racial and ethnic groups. 

    June 14, 2023 | 4 min read


    Financial lies and how they affect people’s lives

    Lying can often cause more problems than it’s meant to avoid, and this is particularly true when someone lies to their significant other about financial matters.

    June 12, 2023 | 2 min read


    7 ways to find business & grow your practice this summer

    Summertime and the livin’ is easy. The famed first line from the opening song of Gershwin’s Porgy and Bess likely describes what business feels like for financial professionals as the summer season hits.

    June 08, 2023 | 4 min read


    What you need to know about NCUA’s 5300 Call Report updates

    Credit unions are required by the National Credit Union Association (NCUA) to submit a quarterly 5300 Call Report. 

    The quarterly Call Report provides the NCUA with updated financial and statistical data on each financial institution’s assets, income and financial condition, which can be used to assess credit unions’ overall financial health and risk profiles.

    May 25, 2023 | 3 min read


    Who do Americans trust for financial advice? The answers may surprise you

    Many Americans find it a challenge to build a more financially secure future due to higher inflation, rising interest rates and volatile market conditions. And many are, in fact, struggling to grow their wealth. The U.S. median real household income fell 2.9% between 2019 and 2020.1

    May 17, 2023 | 3 min read


    Fiduciary follow-up: understand & address your fiduciary personal liability

    Offering your employees benefits like a qualified retirement savings plan is an important part of business recruiting and retention, but it’s more than that.  Your retirement plan offering can help demonstrate that you value your employees’ wellbeing and care about their future financial security — even after they leave your organization.

    May 10, 2023 | 3 min read