The Answer to the DOL’s Final Rule on Environmental, Social and Governance (ESG) Investments
November 19, 2020
The Department of Labor (DOL) has issued a final rule, “Financial Factors in Selecting Plan Investments,” concerning environmental, social and governance (ESG) funds in...
Social Security Cost of Living Adjustment (COLA) for 2021
November 5, 2020
It was announced in mid-October that Social Security beneficiaries will see a 1.3% cost- of-living adjustment (COLA) in their monthly distribution checks, effective January...
Has the Pandemic Affected Your Retirement Confidence?
October 22, 2020
The Transamerica Center for Retirement Studies issued its 20th annual survey of retirees last month, titled “Retirees and Retirement Amid COVID-19.” The report focuses on...
Further Expansions to “Accredited Investor” Definition
October 8, 2020
Last month, the Securities and Exchange Commission amended its “accredited investor” definition that goes beyond income and net worth criteria; the expanded definition...