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

Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business

CEO Dan Houston discusses recent moves furthering the firm's asset management focus.

Biden’s First Veto Keeps DOL’s ESG Rule in Place

The president followed through on his promise to veto a Congressional attempt to nix a DOL rule allowing ESG investing in retirement plans.

2023 Retirement Plan Adviser of the Year Finalists

Award recipients will be recognized at the PLANADVISER Industry Leader Awards in New York City.

Experts Predict Major Growth in Retirement Coverage, Benefits

By year-end 2026, 88% of employers are projected to provide a defined contribution plan, according to new report from Transamerica.

Complying With the Custody Rule and the New Custody Proposal

Experts explained common compliance mistakes involving the custody rule and spoke to the new custody rule proposal.

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