Client Service

exclusives March 30th, 2020

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.’

Client Service March 20th, 2020

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.

exclusives March 20th, 2020

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.

exclusives March 12th, 2020

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.

exclusives February 21st, 2020

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.'

Client Service February 18th, 2020

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.

Client Service February 14th, 2020

Weighing 403(b)s versus 401(k)s for Nonprofits

In most cases, the 403(b) is the better option.

exclusives January 28th, 2020

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?

exclusives January 22nd, 2020

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.

Client Service January 10th, 2020

Retirement Savings Options for the Self-Employed

Advisers share ideas for advisers to help small business owners and those who are self-employed save for retirement.

exclusives December 24th, 2019

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.

Client Service December 20th, 2019

Broad Benefit Trends to Watch in 2020

Employers are accustomed to having five generations in the workforce, but they now need to focus on the new expectations Gen Z brings to the workplace, Fidelity says.

exclusives December 19th, 2019

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.

exclusives December 12th, 2019

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.”

exclusives December 3rd, 2019

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.

Client Service December 2nd, 2019

The Forgotten Participant Examining defined contribution participant investing behaviors and decision-making

Millennial Myths & Realities Strategies for Strengthening and Expanding Client Relationships

The Great Wealth Transfer Generations of Possibilities

It’s Time to Get Serious About Retirement Income Solutions Thoughtful consideration of a participant’s journey, both up to and through retirement, can help participants meet their retirement goals—and better position plans to retain assets.

The Making of a Glide Path Understanding the Impact of Design Decisions on Retirement Outcomes

Are employees relying on employers to solve financial problems? Employees who are financially stressed and working out of economic necessity can negatively impact workplace productivity.