Advisers Giving Back: Rita Fiumara and the Financial Literacy Gap
15th Anniversary of RPAY: 401k Advisors Intermountain
The 2017 PLANSPONSOR Large Adviser Team of the Year has gone through two major acquisitions in the past three years.
Best Candidates for Annuities
Common Mistakes Advisers Make That Should be Avoided
Experts outline several ways advisers can ensure they keep the loyalty of their clients.
15th Anniversary of RPAY: Capital Strategies Investment Group
The practice’s leaders say all decisions made for a plan must improve participants’ retirement readiness, which they describe as a top priority.
15th Anniversary of RPAY: Heffernan Financial Services
Despite the lack of in-person communication in 2020, the practice has gained a fair amount of new business by disseminating promotional videos.
Client Considerations as PEPs Come Online
15th Anniversary of RPAY: Cammack Retirement Group
The firm has seen its assets nearly double in only a few years, which senior partner Mike Volo says is a testament to the group’s quality team.
Advisers Giving Back: Winfred Boyce Jr.
Congress Extends Student Loan Repayment Provision to 2025
Employers will be allowed to make tax-free contributions of up to $5,250 per employee annually toward eligible education expenses, including tuition or student loan assistance.
Measuring Success an Important Part of Financial Wellness Programs
Whether they take part in implementing the programs or not, advisers can help clients establish metrics for measuring the success of financial wellness programs.
Practice Lessons Learned From the Pandemic
Virtual meetings and more personalized financial wellness programs are expected to continue.
15th Anniversary of RPAY: Rita Fiumara
Rita Fiumara of UBS Financial Services Inc. is an early entrant into the retirement plan industry, having worked in the business since 1997.
15th Anniversary of RPAY: The Catanella Institutional Consulting Team
The practice, overseen by a father-son pair, has experienced strong growth while staying committed to the middle-market segment.
As Pandemic Drags On, Don’t Let Clients Forget the Fundamentals
Advisers should watch out for unwitting partial plan terminations tied to layoffs and lasting damage to employees’ retirement readiness caused by hardship withdrawals.