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Terms and words adapt and evolve, including “retirement.” But that shouldn’t be interpreted to mean that financial planning for retirement is also obsolete, argues a recent column. In “Why You Don’t Want to Retire Retirement Planning,” a piece appearing in Forbes, researcher Bob Carlson writes... READ MORE
The times they are a-changin’. At an exciting — and, perhaps in some ways terrifying — pace. But in order to compete, one must embrace and employ the dazzling attributes and developments of our dizzying age. Joey Coleman, Chief Experience Composer of the Design Symphony recently shared his... READ MORE
You may have missed it – but we just passed the anniversary of the 1912 sinking of the now iconic RMS Titanic, at the time the world’s largest ocean liner.  Its passengers included some of the wealthiest people in the world, as well as a large number of emigrants seeking a new life in North... READ MORE
Fiduciary duty, who is responsible for fulfilling it, and the rules that will — or won’t — guide and regulate it have been generating great attention for years. And for good reason. In “A Cascading Behavioral Roadmap for Fulfilling Fiduciary Duties” a recent blog entry by Neal Shikes, Managing... READ MORE
The Advisory Council on Employee Welfare and Pension Benefit Plans has recommended that the Department of Labor (DOL) issue new guidance on ERISA bonding, as well as a summary of the requirements for securing a fidelity bond that complies with DOL guidance. The recommendations are contained in “... READ MORE
Preparing and fling the Form 5500 Series is one of the more onerous tasks associated with administering retirement plans. But one should resist the impulse to just sign the thing and get it all over with, argues a recent blog entry. In “The IRS Form 5500 – Look Before you Sign!” an entry in... READ MORE
Consistent performance and downside protection are valued more by DC plan participants than funds that seek to outperform the market are, according to a recent report. Concern over recent market volatility has made participants less confident regarding the performance of their retirement plan fund... READ MORE
After enduring persistent stock market volatility throughout 2018 and the beginning of 2019, Americans seem to have adapted to this "new normal," a new study reveals.  Given the ongoing volatility, Americans remain cautiously optimistic, with one-third of respondents saying they are comfortable... READ MORE
Many factors are in play when you’re designing retirement income strategies. A recent analysis from T. Rowe Price argues that investors’ preferences and tolerance for risk should be most prominent. In “Incorporating Behavioral Risk Preferences in Retirement Income Strategy Design,” T. Rowe’s Anna... READ MORE
We are excited to offer CFP Continuing Education credit hours for Certified Financial Planners at the ASPPA Eastern Regional Conference! The conference, scheduled for May 9-10, 2019, in Philadelphia, is a great opportunity for networking and obtaining answers to your work problems. But one of the... READ MORE

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