Week ending January 17th, 2020

Happy Friday, readers! This weekend’s mailing offers a mix of stories on the ever-important topic of client service. Increasingly, clients are calling on their advisers to provide support and education on such challenging topics as Social Security, intergenerational wealth transfers, retirement income and dealing with market volatility. We hope you share some of what you read about these important topics with a client or colleague.

Editor's choice

Social Security Benefits to Rise 1.6% in 2020

Social Security is a big part of retirement income planning for employees. Read more >

Plugging the Leak: Uncashed Distribution Checks

Drip… drip… drip. The slow drip of defined contribution plan leakage continues. Read more >

Preventing Financial Abuse of Aging Clients

Retirement plan advisers do more than help shape their retired clients’ finances; they can and indeed must play a part in making sure their clients are treated equitably. Read more >

Business Owners Dream (Wrongly) of an Easy Retirement Transition

Business owners believe strongly in the value of their businesses, so they are often tempted to reinvest everything into the enterprise, thinking that will be their “retirement plan.” Read more >

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. Read more >

Retirement Income Coming Soon to a 401(k) Near You

Experts believe that in the next few years, DC plan sponsors will embrace this option. Read more >

MOST POPULAR STORIES

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.

Cybersecurity Strategies for the Adviser Industry

Effective cybersecurity strategies start with the right tone at the top, with senior leaders who are committed to improving their organization’s digital posture.

Fidelity Wins Dismissal of FundsNetwork Revenue Sharing Challenge

The firm has successfully argued that it is entitled to negotiate and collect revenue-sharing fees from mutual fund companies in exchange for representation on its FundsNetwork platform.

Inheritance Pathways Exist to Replace Stretch IRAs

The SECURE Act is stalled in the U.S. Senate due in part to several lawmakers’ concerns that it does away with so-called “stretch IRAs,” but tax and inheritance experts say other effective tax mitigation strategies are available.

Weighing 403(b)s versus 401(k)s for Nonprofits

In most cases, the 403(b) is the better option.

Strategic Insight was recently acquired by ISS. Learn more.

Unsubscribe

Manage Subscriptions

Advertise