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The study also finds just 14% of full-service investors receive “comprehensive advice” from wealth management firms as defined by J.D. Power criteria. #401k #retirementplanning buff.ly/36oHuO1

That federal student loan repayment pause that President Joe Biden recently extended through August 31? Don’t count on payments restarting on the first day of September. buff.ly/3xIPLYB

'Employee demands for improved benefits have coincided with an increase in legislation combatting the elusive retirement crisis.' #401k #retirementplanning buff.ly/3L3sW5r

Under current law, Medicare beneficiaries are prohibited from continuing to contribute to or opening a new health savings account; they may only draw down from it. #401k #retirementplanning Ami Bera, M.D. Rep. Jason Smith buff.ly/3Mph9yT

'It’s like a record-keeping platform specifically for the post-retirement phase.' #401k #retirementplanning buff.ly/3Lh3vgU

Here’s a little Monday morning and Monday afternoon inspiration. #401k #retirementplanning @QPAdvisors buff.ly/3EQImrn

Finally ... #401k #retirementplanning Retireholics buff.ly/3xUaRD5

In addition to several teaching and volunteer positions, Carl served on the Government Affairs Committee for the National Association of Plan Advisors (NAPA). #401k #retirementplanning buff.ly/3LkDM7g

A great story about one financial services company that's all-in on making an impact--in this case with medical research--and how it's core to its culture. #401k #RetirementPlanning American Century Investments buff.ly/3vCvDps

'HSAs grew to $98 billion in assets held in over 32 million accounts, a year-over-year increase of 19% for assets and 8% for HSAs as of the end of 2021.' #401k #RetirementPlanning Brian Anderson buff.ly/3MLQYT5

'Just as significant, The National Association of Plan Advisors welcomed Corby Dall as its president, and he spoke at the opening session of the NAPA 401(k) Summit.' #401k #RetirementPlanning OneDigital NAPA - National Association of Plan Advisors American Retirement Association buff.ly/3kD4vAh

'Those making it available in a non-fiduciary capacity is very different than when you’re the plan sponsor or advisor left holding the bag.' #401k #retirementplanning Bonnie Treichel buff.ly/3kAP37Z

“We have grave concerns with what Fidelity has done.” - Ali Khawar, EBSA Acting Assistant Secretary #401k #retirementplanning Fidelity Investments U.S. Department of Labor buff.ly/3w4lxNa

Ouch. 'You can have monkeys throwing darts at the page, and, you know, take away the management fees and everything, I’ll bet on the monkeys.' #401k #retirementplanning buff.ly/3KOk8Qg

We are EXTREMELY excited to announce Mike Webb (Webby) of CAPTRUST as our Top Advisor By Participant Outcomes for the month of May. Mike Webb @CAPTRUSTfa buff.ly/3OXwY1R

'Musk is the second billionaire in as many months to criticize ESG.' #401k #RetirementPlanning Kekius Maximus Tesla S&P Global Ratings buff.ly/3lvaUxK

"It’s where the marketplace basically rewards advisors." #401k #RetirementPlanning Fi360 Broadridge #BRFI360conf buff.ly/3G7ElQ7

My 'Rainbow Fund' that exclusively invests in illegal ocean dumping will no longer fly. #401k #retirementfund buff.ly/3LNGG3Y

'Nearly 45% of plan sponsors with a plan advisor noted that 75% to 100% of employees are enrolled, versus only 33% without a plan advisor.' #401k #retirementplanning Morgan Stanley Brian Anderson buff.ly/3wPxnfL

'Beefing up their knowledge of retirement income planning was emphasized over some estate planning and advanced tax planning.' #401k #retirementplanning The American College of Financial Services Brian Anderson buff.ly/3MQXJTU