Client Service August 19th, 2020 Advising Early Retirees on Money Management Retiring early can be stressful for workers, but with help from advisers, it doesn’t have to be.
Client Service August 18th, 2020 Advisers Giving Back: Bernadette Lanser and St. Ben’s Community Meal It was originally supposed to be a one-time thing, but at this point, Lanser has spent more than 17 years...
Client Service August 14th, 2020 15th Anniversary of RPAY: Rick Wedge When he won the 2010 Retirement Plan Adviser of the Year award, Rick Wedge’s practice had $300 million in assets...
Client Service August 13th, 2020 ‘Lifestyle Benefits’ Suddenly Seem Excessive Amid Economic Crunch Heading into the coronavirus pandemic, employers were innovating and expanding their ancillary benefits for employees.
Client Service August 11th, 2020 Cash Balance Plans On Pause Among Small Businesses For cash balance plans that were left unfrozen, small business employers may have been able to utilize a PPP loan to fund it.
Client Service August 7th, 2020 15th Anniversary of RPAY: the Prince Group When the Prince Group won the Retirement Plan Adviser Team of the Year award in 2010, it did not offer...
Client Service August 7th, 2020 Four Things to Know About Changes to Employer Contributions Advisers can play an important role in helping plan sponsors understand the options available to them, as well as the...
Client Service August 6th, 2020 Advisers Giving Back: Bruce Lanser at UBS During and after his daughter’s career as an elite speed skater, Bruce Lanser at UBS has been volunteering his time...
Client Service August 3rd, 2020 15th Anniversary of RPAY: Steven Dimitriou at Mayflower After many years on the Wells Fargo platform, Mayflower is about to go fully independent by establishing its own registered...
Client Service July 31st, 2020 15th Anniversary of RPAY: Barbara Delaney After exploring a number of large benefits firms that they thought could be potential purchasers, last September, the former PLANSPONSOR...
Client Service July 30th, 2020 Giving Back: Lessons in Mentorship from Soraya Morris Soraya Morris is a lead trainer at Envestnet | MoneyGuide. She formerly worked for a fee-only registered investment adviser and...
Client Service July 27th, 2020 Where Are They Now? A Mother-Daughter Team at Cafaro Greenleaf Dorann Cafaro, one of the earliest winners of the Retirement Plan Adviser of the Year award, has retired from the...
Client Service July 24th, 2020 Advisers as Advocates for Systemic Change Jamie Kalamarides is president of Prudential Group Insurance. He recently jumped on the phone with PLANADVISER for a frank and...
Client Service July 24th, 2020 Advisers Giving Back: Kelli Davis and CSi Advisory Services Among other efforts, the firm dedicates significant time and resources to causes that fight hunger and support financial literacy among...
Client Service July 22nd, 2020 15th Anniversary of RPAY: Mike Goss and Fiduciary Investment Advisors The firm has grown tremendously since it was recognized as the Retirement Plan Adviser Team of the Year in 2009,...
Client Service July 20th, 2020 15th Anniversary of RPAY: John Barry One difference between now and 2008 in terms of running an advisory practice is the “technology dividend,” says John Barry,...
Client Service July 15th, 2020 15th Anniversary of RPAY: Steve Wilt Steve Wilt, member of the PLANSPONSOR Retirement Plan Team of the Year in 2007, now works at CAPTRUST. He says...
Client Service July 14th, 2020 Prepare to Meet the Needs of the Workforce of the Future The way in which companies structure their remotely distributed workforces will depend on the financial consequences of the pandemic, the...
Client Service July 13th, 2020 15th Anniversary of RPAY: Chad Larson 2007 PLANSPONSOR Plan Adviser of the Year Chad Larsen remained independent until last September, when HUB International acquired his firm....
Client Service June 29th, 2020 Advisers Giving Back: Brad Arends at intellicents The plight of rural community health care systems is a personal matter for the community in Albert Lea, Minnesota, and...