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DOL issues final amendments to the Voluntary Fiduciary Correction Program
The EBSA issued final amendments to the Voluntary Fiduciary Correction Program and Prohibited Transaction Exemption that are effective on March 17, 2025. Learn about the enhancements.
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U.S. stocks falter, overseas stocks rally: start of a tectonic shift?
Last week's outperformance by non-U.S. stocks has many investors wondering if a new market trend has begun.
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Four terms to help you understand investment performance
Knowing how the investments in your retirement account are doing can help you make informed decisions about achieving your retirement goals. We'll share four key terms that can help you to understand your investment performance.
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Social Security Fairness Act: unpacking the new law’s impact on 3 million+ beneficiaries
A new federal law that’s expected to raise Social Security payments for as many as 3.2 million retirees is raising questions from beneficiaries about the impact they may see and creating an opening for financial professionals to fill the information gap.
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Helping unlock better outcomes with effective retirement plan design
Find out how your retirement plan design can help drive better outcomes and improve retirement readiness.
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What you need to know about 401(k) loans
Taking a 401(k) loan has benefits and drawbacks—get the facts before borrowing from your retirement.
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How to use artificial intelligence in financial planning
AI is a hot technology that's mostly used for internet searches but has potential to help with financial planning. Share these tips to help your employees use AI safely and smartly when it comes to their finances.
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Navigating 2025: cautious steps in a dynamic market
With slower Fed rate cuts and the U.S. dollar's recent rally, is prudence the right approach for 2025?
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Here come the tariffs: why it’s too soon to draw conclusions
The recent announcement of U.S. tariffs on key global trade partners has perhaps raised more questions than it answered.
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Assessing investment risk through the lens of longevity risk
Overly conservative investment choices may introduce unintended risks to optimal retirement outcomes. Sound financial advice and plan sponsor communication are crucial in highlighting potential pitfalls.
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