New Department of Labor Regulations Will Greenlight the Use of ESG Funds in Retirement Plans
In August, the Department of Labor submitted new proposed ESG rules to the White House’s Office of Management and Budget
*Award based on independent survey carried out by USA TODAY and Statista. Firms need to be nominated by a participant in the survey. No prior registration is required, and no costs are involved for the nomination. The recommendations for each firm are summarized and evaluated anonymously. In addition to the survey results, additional metrics (e.g., data in relation to assets under management (AUM)) will be included in the final analysis.
Award based on independent survey carried out by USA TODAY and Statista. Firms need to be nominated by a participant in the survey. No prior registration is required, and no costs are involved for the nomination. The recommendations for each firm are summarized and evaluated anonymously. In addition to the survey results, additional metrics (e.g., data in relation to assets under management (AUM)) will be included in the final analysis.
In August, the Department of Labor submitted new proposed ESG rules to the White House’s Office of Management and Budget
Participants may be attracted to self-directed brokerage accounts (SDBAs) because of the seemingly infinite choice of investment options. While it’s
Regret aversion is a construct in behavioral finance theory that suggests investing decisions are, at least in part, driven by
In this age of relying heavily on technology, it is vital to take the necessary cyber security precautions. You want
A recent Survey conducted by the Plan Sponsor Council of America (PSCA) found that the majority of plan sponsors have
In April, the Department of Labor issued its first
The Supreme Court has granted a Writ of Certiorari and agreed to review the dismissal of the plaintiffs’ suit filed
Under the American Rescue Plan Act of 2021, Tax Payers will Pick up the Tab for Underfunded Multiemployer Pension Plans
ESG investing looks at environmental, socially responsible and corporate governance criteria in evaluating investments. The belief is that, over the
Harman et al vs. Shell Oil Company et al This class action suit, filed in January of 2020, was
In August, the Department of Labor submitted new proposed ESG rules to the White House’s Office of Management and Budget – the last step before
Participants may be attracted to self-directed brokerage accounts (SDBAs) because of the seemingly infinite choice of investment options. While it’s tempting to please these often-vocal
Regret aversion is a construct in behavioral finance theory that suggests investing decisions are, at least in part, driven by fear of later regretting a
In this age of relying heavily on technology, it is vital to take the necessary cyber security precautions. You want to make sure that all
A recent Survey conducted by the Plan Sponsor Council of America (PSCA) found that the majority of plan sponsors have a formal committee in place
In April, the Department of Labor issued its first guidance on cybersecurity for plan
The Supreme Court has granted a Writ of Certiorari and agreed to review the dismissal of the plaintiffs’ suit filed against Northwestern University. The decision
Under the American Rescue Plan Act of 2021, Tax Payers will Pick up the Tab for Underfunded Multiemployer Pension Plans for the Next 30 Years
ESG investing looks at environmental, socially responsible and corporate governance criteria in evaluating investments. The belief is that, over the long term, these factors can
Harman et al vs. Shell Oil Company et al This class action suit, filed in January of 2020, was brought on behalf of participants
In August, the Department of Labor submitted new proposed ESG rules to the White House’s Office of Management and Budget
Participants may be attracted to self-directed brokerage accounts (SDBAs) because of the seemingly infinite choice of investment options. While it’s
Regret aversion is a construct in behavioral finance theory that suggests investing decisions are, at least in part, driven by
In this age of relying heavily on technology, it is vital to take the necessary cyber security precautions. You want
A recent Survey conducted by the Plan Sponsor Council of America (PSCA) found that the majority of plan sponsors have
In April, the Department of Labor issued its first
The Supreme Court has granted a Writ of Certiorari and agreed to review the dismissal of the plaintiffs’ suit filed
Under the American Rescue Plan Act of 2021, Tax Payers will Pick up the Tab for Underfunded Multiemployer Pension Plans
ESG investing looks at environmental, socially responsible and corporate governance criteria in evaluating investments. The belief is that, over the
Harman et al vs. Shell Oil Company et al This class action suit, filed in January of 2020, was
Award based on independent survey carried out by USA TODAY and Statista. Firms need to be nominated by a participant in the survey. No prior registration is required, and no costs are involved for the nomination. The recommendations for each firm are summarized and evaluated anonymously. In addition to the survey results, additional metrics (e.g., data in relation to assets under management (AUM)) will be included in the final analysis.
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wellspringfinancialpartners.com
4703 E. Camp Lowell Drive
Suite 135
Tucson, AZ 85712
Salt Lake City, UT
Monday – Friday:
8:00am-4:30pm
1-844-203-2402
contact@wellspringfp.com
http://wellspringfin.wpenginepowered.com
Saturday February 1st 10:00 – 12:00 PM MST
– or –
Tuesday February 4th 10:00 – 12:00 PM MST
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