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.
Estate Plan Essentials
Advisers Giving Back: SentinelCares and the Corporate Cup
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.
2020 Will Be Another Year of Adviser Philanthropy
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.
Advisers Giving Back: A Nationwide Network of Giving
Business Owners Dream (Wrongly) of an Easy Retirement Transition
Advisers Giving Back: Innovest’s Culture of Compassion
The Positive Impact of Claiming Social Security Later
The Center for Retirement Research says the reduction for claiming early is currently too large while the increase for claiming late is about right.
Limited 529 Plan Knowledge Holds Savers (and Advisers) Back
What to Expect With Unexpected Early Retirement
Need for Long-Term Care Insurance in Retirement Is Great
As the population ages, experts believe more companies will offer this voluntary benefit. Advisers who are educated about long-term care insurance can increase awareness for retirement plan sponsors and participants.
Ways to Help Sponsors Simplify Year-End Plan Administration
Advisers can guide their sponsor clients towards the assistance that TPAs and recordkeepers can provide.
Being Realistic About Longevity
Ways to Combat Leakage
The Savings Preservation Working Group says that at least 33% and as many as 47% of plan participants withdraw part or all of their retirement savings when switching jobs.
The Case for Automated Emergency Savings Accounts
They are seen as a hedge against retirement plan participants taking loans or hardship withdrawals.
Preventing Financial Abuse of Aging Clients
The Price Tag of Financial Stress
According to new John Hancock research, financial stress has a major impact on organizations, costing more than an estimated $1,900 per year, per employee.