Profile cover photo
Profile photo
William H Meyer Agency
5 followers
5 followers
About
Posts

Post has attachment
News Update! SEC dings Ameriprise for selling higher-fee mutual funds - About 1,800 customers of Ameriprise paid roughly $1.8 million in unnecessary front-loaded sales charges and trails on mutual funds, according to the SEC.
Add a comment...

Post has attachment
News Update! Auto-enroll, escalation features on rise in 401(k)s as employers add enhancements - Employers are increasingly adding automatic features such as auto-enrollment to defined contribution retirement plans.
Add a comment...

Post has attachment
News Update! IG report: SSA employees asleep at the wheel when advising on widows’ benefits - Social Security employees are required to explain the enhanced benefits that come to widows and widowers with delaying claims, but a new report found evidence that's not happening.
Add a comment...

Post has attachment
News Update! Annuity sales to IRAs getting hammered under fiduciary rule - The fiduciary rule has only been partially implemented but it's already discouraged annuity recommendations to qualified retirement accounts, according to LIMRA.
Add a comment...

Post has attachment
News Update! More companies embracing gender-neutral parental leave policies - As major companies have moved in recent years to offer more-generous benefits to accommodate parents, some firms are shifting to gender-neutral policies that offer fathers just as much time off as mothers.
Add a comment...

Post has attachment
News Update! More states expected to bring claims against Scottrade - States can’t enforce the DOL fiduciary rule -- but they may try to show that Scottrade’s alleged violation of the rule amounts to a breach of state ethical standards.
Add a comment...

Post has attachment
News Update! Is workplace wellness worth the effort? - Over the years, many articles and studies have explored the effectiveness of wellness programs. For every one that says they’re great and wonderful, there’s another one that says they’re completely useless. So, who’s right?
Add a comment...

Post has attachment
News Update! Health prices to outpace inflation for first time since 2010 - This year, price increases for personal health expenditures are projected to rise 2.2 percent, compared with 1.9 percent for overall inflation.
Add a comment...

Post has attachment
News Update! Scottrade charged under DOL fiduciary rule in Massachusetts - Broker-dealer Scottrade has been charged with violating the impartial conduct standards of the DOL fiduciary rule.
Add a comment...

Post has attachment
News Update! This is like a turbo-charged Child IRA – Carosa - Worried your kids missed the Child IRA train? Here’s an even better idea.
Add a comment...
Wait while more posts are being loaded