David Martin, Vice President, Client Analytics and Research, Fidelity Investments, discusses the 2017 Higher Education Faculty Study.

Key takeaways:

• Professors give themselves a "B"
• One third feel like beginning investors
• Three in ten unsure how retirement savings are invested

Retirement Readiness Survey for Higher Education Professionals

403(b)wise

Meridian Wealth Management

Micah Hauptman is the financial services counsel at the Consumer Federation of America. Micah and his organization are fighting to save the Department of Labor’s Conflict of Interest Rule (a.k.a. the fiduciary standard) which is under assault by the Trump administration.

Micah Hauptman

Conflict of Interest Rule Fact Sheet

Email comments to: EBSA.FiduciaryRuleExamination@dol.gov. Include RIN 1210-AB79 in the subject line of the message.

To President-Elect Trump: What If Everything You’ve Been Told About the DOL Fiduciary Rule Is Wrong?

The Committee For The Fiduciary Standard

403(b)wise

Meridian Wealth Management

We discuss the latest NY Times 403(b) article When Teachers Face the Task of Fixing Their Retirement Accounts. We also speak with Connecticut state representative Matthew Lesser (D) who is trying to improve 403(b) plans in the state.

Matthew Lesser

403(b)wise

Meridian Wealth Management