Plan Advisers Have a Role to Play in Teaching Participants About Taxes in Retirement
Participants can make the right decisions about how to save and taking distributions in retirement when they understand taxation.
EXCLUSIVES
Advisers Giving Back: Ken Catanella and Challenger Baseball
From the moment Ken Catanella, managing director at the Catanella Institutional Consulting Team of UBS, came across a Little League...
Familiar Fiduciary Concerns Voiced as PEP Market Takes Shape
As with any type of innovation, it should be expected that the architecture, structure and governance of PEPs will likely...
Advisers Giving Back: James Betzig at TrinityPoint Wealth
The Boys & Girls Club of Milford is especially close to his heart.
15th Anniversary of RPAY: SageView Advisory Group
Since 2014, the consolidation that has taken place among recordkeepers and advisers has played to SageView’s strengths as an aggregator,...
Advisers Can Help Retirement Plan Sponsors Regroup for 2021
Plan sponsors are looking for better financial wellness education and communication with employees after their experiences in 2020.
Getting Income Projections Right
Retirement industry practitioners support the provision of mandatory lifetime income disclosures to plan participants, but they also emphasize the importance...
15th Anniversary of RPAY: Joe Connell
Though he now works under a different firm than when he won recognition as a PLANSPONSOR Retirement Plan Adviser of...
Helping Clients With Part-Time Employee Inclusion in Retirement Plans
Counting hours, implementing cashouts and finding missing participants are some of the processes plan sponsors need to review for the...
Salesforce Ruling Offers Key Lessons About Revenue Sharing, Fee Litigation
The dismissal ruling pushes back against overly broad claims suggesting that actively managed mutual funds and revenue sharing are inherently...
15th Anniversary of RPAY: Pensionmark
Given the firm’s forward-thinking attitude, not all that much has changed since Pensionmark was recognized as the 2013 PLANSPONSOR Multi-Office...
Why LinkedIn Premium Reigns Supreme for Financial Advisers
Putnam executives Mark McKenna and Rene Taber explain why LinkedIn has emerged as the social media platform of choice for...
Pooled Employer Plans and 3(38) Fiduciary Advisers
One provider getting ready to launch a SECURE Act-enabled pooled employer plan on January 1 says he is already in...
15th Anniversary of RPAY: Jeb Graham
One sign of the changing times since Jeb Graham was named Retirement Plan Adviser of the Year in 2013 is...
Advisers Giving Back: Stephanie Hunt
Stephanie Hunt at Atlanta Retirement Partners is closely involved with the Food Bank of Northeast Georgia; she particularly enjoys donating...