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CFP Board Releases Guide to Applying Fiduciary Duty to Rollovers
New guide addresses a CFP professional’s fiduciary obligations when providing financial advice on whether to roll over assets from an employer plan

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Financial Pressures Force Americans to Put Retirement Saving, Life Milestones on Hold
TD Bank survey finds 75% of Americans have delayed at least one major milestone because of their finances, with Gen Z feeling the greatest impact

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Stash and Capitalize Partner on Retirement Plan Consolidation, Voya to Service D.C. Public Retirement Plans
Plus, news from AdvisorFinder, ShareBuilder 401k, and Kestra Financial

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Democrats, Republicans Agree on Social Security Solvency Proposals
Respondents to the University of Maryland analysis favored proposals that spanned from increasing the full retirement age to changing the Social Security COLA formula

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Treasury, IRS Propose Low-Cost Investment Rules for Trump Accounts
Proposed regulations would limit investments during a child’s growth period to low-cost, non-leveraged equity index funds and ETFs, with annual fees capped at 0.1%

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