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The fight to protect savers from bad financial advice heats up

Blog entry

The U.S. Department of Labor’s effort to update its fiduciary rules – rules that protect Americans trying to save for retirement – has reached yet another new level.

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President Obama calls for new consumer protections

Blog entry

At a briefing hosted by AARP yesterday, I had the privilege of watching President Obama announce his support for a proposed rule to put a brake on conflicts of interest in investment advice for retirement acco

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Fiduciary breach issue gets Supreme Court hearing

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The U.S. Supreme Court is scheduled to hear arguments next month in an ERISA case that could greatly expand guidelines for defined contribution plan executives' fiduciary responsibilities.

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Monitoring investments doesn't end

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Supreme Court is reviewing a decision on the responsibility of plans to continually watch costs

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How to invest in new state-sponsored retirement plans

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Illinois gets whacked plenty for its troubled public pension plan systems. But now it's getting high praise for being the first state in the USA to offer a novel type of retirement plan, which goes into effect in 2017.

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An X-ray of one affluent, educated and sophisticated investor's portfolio shows how it was chewed up by fees

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Helping an ex-Fortune 500 retiree prepare for her appearance before Congress, the author waded through a mountain of paper only to discover that the woman was likely to outlive her portfolio.

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Congress should protect investors, not undermine them

Blog entry

In 1975, when the U.S. Department of Labor issued a rule defining who is an investment advisor under the Employee Retirement Income Security Act, the Vietnam War had just ended,  Steve Jobs was tinkering around his dad’s garage, and Angelina Jolie was barely in diapers.

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Sen. Harkin proposes retirement plan revamp, Social Security fix

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Sen. Tom Harkin, D-Iowa, on Friday proposed a way to bolster retirement savings at work, plus a series of improvements to Social Security.

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Think Paperless is the Way to Go? When It Comes to Financial Disclosure, Not Always, Says Coalition

News Release

A group of labor, women’s, minority, and consumer organizations, representing millions of Americans, sent a letter to the Department of Labor (DoL) today, strongly supporting the Department’s current rules regarding how participants receive critical

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Innovative Defined Benefit Plans Could Be Key to Retirement Security, Speakers Say

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Pension plans can play a key role in establishing retirement systems that reduce risk and provide lifetime income options for participants, speakers said Feb. 22 at a conference on innovative pension plan design.

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