Millennials are the new face of the retirement crisis

August 22, 2019

PERSONAL FINANCE, FINANCIAL WELLNESS, ANNUITIES, TAXES, CHARITY & FINANCIAL LITERACY

HEALTHCARE & WELLNESS

TECH, MEDIA & SOCIAL MEDIA

401k, 403b, 457b, NONQUALIFIED, STATE-RUN PLANS & LITIGATION

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People in their Prime are Working Less

August 12, 2019

PERSONAL FINANCE, FINANCIAL WELLNESS, ANNUITIES, TAXES & FINANCIAL LITERACY

HEALTHCARE & WELLNESS

TECH, MEDIA & SOCIAL MEDIA

401k, 403b, 457b, NONQUALIFIED, STATE-RUN PLANS & LITIGATION

PENSIONS

INTERNATIONAL

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Cutting Interest Rates Hurts Retirees the Most

August 6, 2019

PERSONAL FINANCE, FINANCIAL WELLNESS, ANNUITIES, TAXES & FINANCIAL LITERACY

HEALTHCARE & WELLNESS

TECH, MEDIA & SOCIAL MEDIA

401k, 403b, 457b, NONQUALIFIED, STATE-RUN PLANS & LITIGATION

PENSIONS

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If Senate fails on Secure Act, workers lose

August 1, 2019

PERSONAL FINANCE, FINANCIAL WELLNESS, ANNUITIES, TAXES & FINANCIAL LITERACY

HEALTHCARE & WELLNESS

TECH, MEDIA & SOCIAL MEDIA

401k, 403b, 457b, NONQUALIFIED, STATE-RUN PLANS & LITIGATION

PENSIONS

INTERNATIONAL

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Kentucky’s New Pension Law Marks Unprecedented Reforms

July 29, 2019

PERSONAL FINANCE, FINANCIAL WELLNESS, ANNUITIES, TAXES & FINANCIAL LITERACY

HEALTHCARE & WELLNESS

TECH, MEDIA & SOCIAL MEDIA

401k, 403b, 457b, NONQUALIFIED, STATE-RUN PLANS & LITIGATION

PENSIONS

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Workers Sue Yale University Over Workplace Wellness Penalties

July 26, 2019

PERSONAL FINANCE, FINANCIAL WELLNESS, ANNUITIES, TAXES & FINANCIAL LITERACY

HEALTHCARE & WELLNESS

TECH, MEDIA & SOCIAL MEDIA

401k, 403b, 457b, NONQUALIFIED, STATE-RUN PLANS & LITIGATION

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This crazy map shows you how complicated the tax code has become — and it will make you weep

July 17, 2019

 PERSONAL FINANCE, FINANCIAL WELLNESS, ANNUITIES, TAXES & FINANCIAL LITERACY

HEALTHCARE & WELLNESS

TECH, MEDIA & SOCIAL MEDIA

401k, 403b, 457b, NONQUALIFIED, STATE-RUN PLANS & LITIGATION

PENSIONS

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Why the Future of Brazil’s Economy Rides on Pensions

July 12, 2019

PERSONAL FINANCE, FINANCIAL WELLNESS, ANNUITIES, TAXES & FINANCIAL LITERACY

HEALTHCARE & WELLNESS

TECH, MEDIA & SOCIAL MEDIA

401k, 403b, 457b, NONQUALIFIED, STATE-RUN PLANS & LITIGATION

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Annuities in 401(k)s Won’t Solve the Retirement Crisis. Here’s Why.

The Weekly Pulse Podcast for Sunday, June 30, 2019

In this episode (1) The latest 529 research with special guest Paul Curley, CFA, Director of 529 Research, Strategic Insight, (2) Companies taking a stand for social issues, (3) Retailers plans to upstage Amazon Prime Day on July 15, (4) moving the #Financial Literacy field forward – the Treasury takes a hard look at updating college curriculum, (5) #Bitcoin and cryptocurrency bounce back – Facebook creates Libra, (6) Will Senator Sanders’ Student Loan Debt forgiveness plan stir more retirement savings?, (7) a closer look at Executive Orders and the impact on new health and retirement plan regulations (e.g. association health plans, #ESG investing and e-delivery) and, (8) the impact of a healthcare merger on drug prices. 

PERSONAL FINANCE, FINANCIAL WELLNESS, ANNUITIES, TAXES & FINANCIAL LITERACY

HEALTHCARE & WELLNESS

TECH, MEDIA & SOCIAL MEDIA

401k, 403b, 457b, NONQUALIFIED, STATE-RUN PLANS & LITIGATION

PENSIONS

INTERNATIONAL

MARKETS

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Social Security’s new commissioner has giant human capital challenge

PERSONAL FINANCE, FINANCIAL WELLNESS, ANNUITIES, TAXES & FINANCIAL LITERACY

HEALTHCARE & WELLNESS

TECH, MEDIA & SOCIAL MEDIA

401k, 403b, 457b, NONQUALIFIED, STATE-RUN PLANS & LITIGATION

PENSIONS

INTERNATIONAL

MARKETS

ALTERNATIVE INVESTMENTS