Practice Management

Study Says Pre-Retirement Connection Key

Connecting with baby boomers while they are still in their working years is critical to establishing relationships for advisers, according to the third annual Lincoln Long Life Survey of baby boomers released by the Lincoln Retirement Institute.

2007 Compensation and Benefits Limits Published

Last week, the Internal Revenue Service (IRS) unveiled the maximum benefit and contribution limits on qualified retirement plans for 2007, and, for most of the limitations, the increase in the cost-of-living index met the legal thresholds to trigger the changes.

Small Biz Owners Clueless on PPA

A recent poll of 507 small business (companies with 50 employees or fewer, including one-person, owner-operated businesses) owners or CEO’s/Presidents commissioned by ShareBuilder 401(k) found that many small business owners are still focusing on Social Security as a primary source of retirement income, both for themselves and their employees.

Pay Check

Sometimes, tracking your income can be the hardest part of serving the retirement plan market

Premature Rollovers

Recent studies indicate that more than half of participants spend at least some of their retirement savings well before that date.