Author Archives: admin

DOL Fiduciary Rule

The DOL Fiduciary Rule is Dead, but You’re Still a Fiduciary

On June 21, 2018, the 5th Circuit Court of Appeals vacated the requirements of the U.S. Department of Labor’s (DOL) Conflict of Interest Rule—more commonly referred to as the “DOL Fiduciary Rule”—thus killing the rule entirely. Despite this news, the death of the DOL Fiduciary Rule does not alleviate a plan sponsor from being a […]

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How Much Should I Save Every Month?

Infographic: How Much Should I Save Every Month?

“How Much Should I Save Every Month?” It’s a question that doesn’t always present an easy answer, especially with a variety of financial goals and timelines. Fortunately, our latest infographic should serve as an excellent guide on how to prioritize everything from saving for retirement to paying down credit card debt. We’ll also suggest some […]

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health savings accounts

Health Savings Accounts: Features Your Employees May Thank You For

For the majority of future retirees, medical expenses pose significant risk to any retirement plan, and they are only projected to rise. Medical cost estimates for couples throughout their full retirement, assuming both partners are 65, has increased $15,000 from 2016 to 2017, bringing total projections to $275,000, after Medicare coverage.[1] Even for professionals with […]

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turkey

Let’s Talk Turkey

Frightening headlines abound today about Turkey. Fears about how the plunging Lira could pose a risk to the country that serves as a geographic buffer between Europe and Syria, President Erdogan threatens that Turkey may go searching for “new friends” like Russia and Iran if the US doesn’t start showing some respect and terms like […]

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the financial marathon

The Financial Marathon

A Marathon for Everyone Recently, I went to cheer on a friend running in her first marathon. The excitement of watching thousands of people accomplish such an amazing goal was an experience like no other. I waited at the last bend before the finish line so I’d have a good vantage point for cheering my […]

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financial stress

Infographic: The Cost Of Financial Stress

What’s the real cost of financial stress for employees? These eye-popping statistics on the weight of financial worries within the latest infographic from Fiduciary Financial Partners are hard to ignore. Fortunately, there are real things that employers can do to help their people have a more positive perspective in regard to the road ahead. It starts with […]

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A Guide For Employers Dealing With Missing Participants

Locating missing plan participants can be a headache for any employer, but simply ignoring them is not an effective solution. Regulatory agencies in previous years have published guidance on this topic relating to missing “retired” employees. With the increase in the number of “pre-retired” missing plan participants, governmental bodies are now taking additional measures to […]

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