During a webinar called to discuss the advisory industry impacts of the Tax Cuts and Jobs Act, experts warned advisers to be ready to decline to offer tax...
Organizations that have chosen to eliminate pension risk by terminating their plans can do this most effectively by working with advisers to implement an end-state strategy, Mercer suggests.
Strong stock market gains and a decrease in unemployment boost AICPA’s Personal Financial Satisfaction Index to a record high in the 24 years the trade group has been...
With the Affordable Care Act and other pieces of major legislation that altered financial norms a guide, one expert asks whether a mandate to require employers to provide...
A new Spectrem study reveals that almost a third of Millennial investors want their financial adviser to “reward them with gifts or other favors” in exchange for their...
PLANADVISER interviewed a spokesperson for a large group of Verizon retirees back in 2015, shortly following their defeat in appellate court in a case challenging the merits of...
Thirty-five percent of Americans surveyed by Million Dollar Round Table say their trust would increase in financial professionals if they can demonstrate they are active members of industry...
DB plan sponsors may want to make a voluntary contribution to their plans in 2018 to claim a deduction at their former, higher tax rate, according to Michael...
From what participants want, to retirement plan trends and what other plan sponsors are doing, data and research can be used to help retirement plan sponsor clients decide...
A new EBRI analysis suggests some couples retiring in the near future could need as much as $370,000 in dedicated savings just for medical care; small wonder to...
Benefits consultants play a helpful role in guiding employers through decisions involving the offering of voluntary and health benefits: Why offer benefits? Who pays? How do you educate...
Waiting until a plan sponsor sees that employees are not retiring on time is too late to manage the pipeline of talent, and having employees unexpectedly retire early...
Both retirees and workers still say the best piece of guidance in helping them prepare financially for retirement is knowing how much money they will need to be...