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The DOL’s 2023 Regulatory Agenda: New Rules for 401(k)s and Group Health Plans
No slowdown is expected in the coming months when it comes to employer-sponsored healthcare and retirement plans. Here are some of the big-ticket items.
Texas Warns Pensions to Sever Ties with BlackRock
A letter from the comptroller to major state-employee pensions provides a list of “energy boycotters,” claiming firms including BlackRock, UBS, and Credit Suisse “should not ... benefit from assets invested for the future of Texans while simultaneously undermining our state’s economic future.”
Industry Groups to SEC: Kill ‘Hard Close’ Proposal That Could Hurt 401(k) Savers
The proposal would create a two-tier system—one for those who directly invest with a mutual fund, and another for those that invest through intermediaries, such as the typical retirement plan participant, say opponents.
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Guide
Sponsored by Treasury Intelligence Solutions Inc.
15 Questions for Treasury to Ask Themselves & Their Vendors During Technology RFPs
Treasuries plan to invest heavily in technology in 2023 and expectations for treasury to deliver on these projects is high. Use this guide to help your treasury team achieve a successful project.It includes 15 questions treasurers should ask themselves and their vendors when evaluating new technology solutions.
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Sponsored by Treasury Intelligence Solutions Inc.
5 Ways that Treasury can Save Money and Boost Revenue in 2023
For treasury teams tasked with a growing list of responsibilities, cutting costs and maximizing revenue is paramount. Download this white paper to discover five strategic ways treasury teams can positively impact their company’s bottom line.
Report
Sponsored by Treasury Intelligence Solutions Inc.
2023 Treasury Priorities & Opportunities Report
Download this report to discover insights from 250+ U.S. finance and treasury professionals about a range of items, including: the ongoing adoption and use of finance and treasury technology, upcoming staffing plans, strategic and operational expectations, and overall trends occurring in the space.
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