Advisers Giving Back: SentinelCares and the Corporate Cup
One of Sentinel’s many charitable engagements has directly benefited a little girl named Cora, the granddaughter of a longtime employee, who was born with a severe congenital heart condition.
Adviser Managed Accounts. A Good Fit?
The past few years have seen a number of recordkeepers roll out new “adviser managed accounts,” i.e., managed accounts that include the consulting services of an independent registered investment adviser.
Stretch IRA’s Disappearance Demands Trust Adjustments
“There is a lot of work that some clients should do right away—it’s actually imperative to address these issues in a timely fashion,” warns Jamie Hopkins at Carson Group.
Keeping Defaulted Participants on the Right Path
Roughly 80% of participants initially accept target-date funds when they are offered as the default investment, although acceptance declines to approximately 70% after five years of participation.
What Might the SECURE Act Mean for Lifetime Income?
Giving retirement plan sponsors legal protections when they offer lifetime income products doesn’t change the fact that investors generally have low opinions of annuities.
The Year in ERISA Litigation
As have previous years, 2019 brought major settlements and decisions in retirement-plan focused litigation, including some precedent-setting appellate and Supreme Court decisions.
2020 Will Be Another Year of Adviser Philanthropy
The editorial team of PLANADVISER was blown away by the generosity of advisers recognized in our 2019 Advisers Giving Back program, and we’re already working on new stories of giving for 2020.
2019—the Year of Mergers and Acquisitions
Wells Fargo, PSC, Aspire, Charles Schwab, Hub International, CAPTRUST and many other firms have been involved in significant merger and acquisition activity this year.
Advisers Giving Back: A Nationwide Network of Giving
Under the CBIZ Cares program, employees at CBIZ’s 100 offices around the nation are encouraged to volunteer their time in their local communities.
A New Way to Think About Building a Retirement Planning Practice
What is your closing rate for 401(k) plans? Have you tried offering simpler solutions?
Allocating Committee Time in 2020
Reviews of the investment menu often take up the most committee time, but is that the best practice?
Business Owners Dream (Wrongly) of an Easy Retirement Transition
Business owners believe strongly in the value of their businesses, so they are often tempted to reinvest everything into the enterprise, thinking that will be their “retirement plan.”
Aon and ABC: It’s Time to Improve Retirement Outcomes, Now
We urge Congress to enact the SECURE Act now. Such action will be transformational for the retirement ecosystem, helping to secure the financial future for American workers at employers of all sizes and across all sectors.
Crafting Annuity Confidence and Clarity Is Hard Work
One passionate analyst says the highly nuanced annuity marketplace does not receive sufficiently careful attention from either the financial services media or potential consumers.
Advisers Giving Back: Innovest’s Culture of Compassion
Innovest Portfolio Solutions deploys its staff as volunteers throughout the year for a wide variety of charities in the Denver area; they also work with economically disadvantaged students to provide valuable work experience and help pay for their tuition.