O’NEIL INSIGHTS

The latest Industry Insights, News and Success Stories from O’Neil
All Industry Insights News Success Stories

Are Millennials and Gen Xers Ready for Retirement?

October 26, 2017

A study recently done by Fidelity highlights this troubling fact and offers some insight into other factors that are preventing people from planning for their futures.

READ MORE

Responsibilities of a Fiduciary

June 22, 2017

Plan reviews are an important part of any retirement plan fiduciary’s responsibilities. Not only are they expected by the individuals who have employed them, but the actions that must be carried out are highly regulated and require significant documentation.

READ MORE

Retirement Income Illustrations on Statements

March 23, 2017

The Department of Labor’s Employee Benefits Security Administration announced a notice of proposed rulemaking that would require inclusion of lifetime income illustrations in participant statements within their defined contribution retirement plans.

READ MORE

8 Advantages to a Document Management System

March 14, 2017

A document management system can offer a number of advantages to take your company’s internal and external communications and organization to the next level.

READ MORE
1