Products September 10, 2012

Kiplinger Releases Tool for Boomers

Kiplinger Washington Editors Inc. and Social Security Solutions launched a Web-based tool to help workers maximize benefits in retirement. 
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Kiplinger’s Social Security Solutions creates a customized personal report that suggests a timing strategy that the tool’s developers say can add up to $100,000 or more to a worker’s lifetime benefits, compared with customary timing. For married couples, the service suggests the best time for each spouse to start benefits.

Users can choose a “do-it yourself” version or an “expert adviser” version that includes a telephone consultation with an expert who will recommend a customized strategy.

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In addition to the service, Kiplinger developed the report “Boomer’s Guide to Social Security,” which includes advice on how to maximize Social Security benefits. The report is available for download at store.kiplinger.com and is free for those who purchase a personalized online report.

For more information, visit www.kiplinger.socialsecuritysolutions.com.

 

Products September 10, 2012

ING IM Launches "Opportunity" for Plan Advisers

A new program, The Opportunity to Articulate Your Value, is designed to help advisers address plan sponsors’ evolving needs.
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The program specifically aims to assist plan advisers with the fee transparency and justification demands of the Department of Labor (DOL) fee disclosure regulations.

“This program is designed to assist retirement plan-focused advisers in the face of fee compression and consolidation of [defined contribution] DC advisory relationships,” said John G. Uricchio, head of Retirement and Investment-Only Channel. “The program seeks to help advisers separate themselves from the competition so they can reinforce their relationships and continue to successfully build their businesses.”

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The Opportunity to Articulate Your Value features include ING U.S. plan sponsor research, best practices from varied industry analysis, step-by-step guidance on how to package existing services into value propositions and service commitments, and tips on how to match advisory services to changing client needs. It is one in a series of ING U.S.’s “Retirement Perspectives” programs, which aim to provide insight on the retirement plan market, from regulatory updates to fiduciary guidance.

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