Client Service

Americans’ Financial Satisfaction Hits Record High

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 conducting this survey.

Would Americans Balk at Mandated Offering of DC Retirement Plans?

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 auto-enrollment retirement plans is a good idea against the backdrop of stubborn American individualism.

Millennial Investors Want Perks and ESG Investing

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 business.

Checking in With Verizon Pensioners Post Risk Transfer

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 pension risk transfers; we catch back up with Jack Cohen to talk shop and ask, how have things been going post annuitization?

Redefining Defined Contribution Plans

Willis Towers Watson suggests 10 updated terms associated with DC plans, with the goal of elevating the quality of all retirement planning conversations.