Client Service

Absent employer action, an estimated 4.2 million white collar workers will become newly entitled to overtime protection, potentially impacting net pay and the treatment of benefits, especially nondiscrimination...

Investment decisions can be greatly influenced by childhood experiences, especially those associated with a perceived sense of loss. 

Being emotionally prepared for the transition is as important as sound financial planning, TIAA says.

There is a natural tension that can arise between plan sponsors and participants during the pension risk transfer process—but skilled advisers can help keep everyone happy. 

Eighty percent of advisers polled said their clients are asking more questions about retirement income planning today than three years ago.

“Conversations with clients revealed they felt brow-beaten by regulations and litigation, and felt they have gotten out of touch with why they have the plan in the first...

It is no wonder, since Baby Boomers are retiring with an average of only $104,000 in savings.

They also believe their financial future is largely dependent on their physical well-being.

Even the savviest clients with decades of business management experience can fall into the traps of emotional thinking at certain financial inflection points. 

An analysis by Fidelity found financial wellness topics and needs important to certain groups of individuals.

Plan sponsors need help assessing several factors before deciding whether to purchase an annuity buyout for their DB plans.

Fidelity finds the number of financial advisers who see opportunity in DOL conflict of interest reform has more than doubled in recent months; other advisers are planning to...

Advisers can encourage plan sponsors to move beyond auto-enrollment.

Advising about saving for retirement health care costs can add to an adviser’s value proposition.

There’s a large opportunity for advisers in the DB plan market.

The interaction between advisers and home offices continues to change in light of the fiduciary rule and other pressures, opportunities.

There are literally hundreds of value-add tools out there to consider for your practice—the challenge is deciding what to use and how to proceed.

Among all the highly informative breakout sessions at PLANADVISER National Conference, the most popular again this year includes the panel “Lessons Learned From Litigation.”

If you had to guess, would you say that mobile applications or desktop web portals are top of mind for plan sponsor clients right now?

There are many anticipated avenues of disruption associated with the DOL fiduciary rule, but clearly the most direct influence will be felt at the point of sale of...