In Times of Stress, Timely Communications Make a Big Difference
New data shows the education and guidance firms are providing is helping individuals to stay the course.
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Advisers Giving Back: Attila Toth and Portfolio Evaluations
Investing in the local community has been an important part of the firm’s identity from its founding in 1992, and it makes sure to involve its staff members’ spouses and families to make its giving even more meaningful.
The Future of Emergency Savings Post-COVID
It took a catastrophic global event to demonstrate how ill-prepared many Americans are for even a brief interruption of income—including many people high up on the income scale.
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Advisers Giving Back: Atlanta Retirement Partners
As the firm’s founder, David Griffin, explains, retirement plan advisers have a particular skillset that can be very useful in coordinating giving efforts during these unprecedented times.
Financial Wellness in the Age of Pandemics
Pandemics are not only a public health crisis, but also a crisis of employee confidence. Tech-savvy advisers and employers can help.
Planning for Clients’ Health Care Expenses in Event of a Layoff
Mark Waterstraat, president of consumer solutions at Alegeus, offers simple steps to coach clients through managing their health care finances after a layoff. For example, did you know that individuals can use HSA funds to pay COBRA premiums tax-free?
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The Need for Planning—Not Just Advice—Is Clear
Where does a comprehensive financial plan start?
Will Millennial Workers Switch to Emergency Savings?
Industry analysts predict the younger workforce may shift its focus towards emergency savings, instead of retirement, as a result of the COVID-19 crisis. Advisers can help with this shift.
Nontraditional Workers Face Big Setbacks Amid COVID-19
But retirement industry professionals can find ways to help improve their situations.
During Crisis, Investors Expect Much from Advisers
Investors are closely watching the way their advisers and investment managers are navigating the novel coronavirus pandemic.
Providers Seek to Set a Positive Tone Amid COVID-19 Pandemic
From big hiring plans to targeted fee cuts, retirement plan service providers are doing their best to help plan sponsor clients and intermediaries navigate this crisis.
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Advisers Giving Back: Pensionmark
One charity program Pensionmark supports is Partners in Education, which pairs young people with mentors from the business community to help them prepare for internships and first jobs.
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Advisers Giving Back: The Smarter Tomorrow Foundation
Founded by Florida-based financial adviser Jason Chepenik, the Smarter Tomorrow Foundation is on a long-term mission ‘to give every kid from every community a fair shot at a strong financial future.’
FPA Members Offered Opportunity to Help Investors During Coronavirus Crisis
Financial Planning Association (FPA) members interested in volunteering can contact FPA’s pro bono director.
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Advisers Giving Back: Peak Financial Group
Now part of HUB International, the firm hopes to expand its giving to positively impact the lives of children in the Houston area.
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Divorce Can Derail Otherwise Solid Retirement Plans
Estate planners and attorneys see a growing trend of ‘gray divorce’ affecting couples in their pre-retirement years, though the challenges of divorce impact workers of all ages.
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Advisers Giving Back: The CAPTRUST Community Foundation
Though its giving efforts are expansive, the CAPTRUST Community Foundation’s vision is singular: 'Plain and simple, we want to enrich the lives of all children.'
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Client Service
15th Anniversary of Retirement Plan Adviser of the Year
Since 2005, we have honored 39 individuals and teams with the PLANSPONSOR Retirement Plan Adviser of the Year award program.
Weighing 403(b)s versus 401(k)s for Nonprofits
In most cases, the 403(b) is the better option.
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Estate Plan Essentials
What should advisers understand about the patterns of inheritance, and how can they be prepared to help their clients make the most of any windfall?