PLANADVISER Weekend Newsdash
Week ending April 26th, 2019

Happy Friday, readers! There are a lot of elements to ensuring success in the financial advisory profession, but at the core is quality client service. You can have the best growth rate in the industry and the most effective sales staffers out there, but if you aren’t retaining existing clients, it will all be for naught. Collected below is a series of articles on the topic of ensuring quality client service. We hope you will share some of what you read with a client or colleague.

Client Service
Small Business Owners Need a Nudge to Offer Retirement Plans
A survey reveals points about which small business owners could be educated to incent them to offer retirement plans for employees and save for retirement themselves. Read more >
Your Clients’ Cybersecurity Concerns
Retirement plan advisers can help plan sponsor clients know their providers are taking the right steps to protect participant data—without exposing information hackers can find. Read more >
Sri Reddy on Smashing Annuity Misconceptions
In conversation with PLANADVISER, Principal’s retirement and income solutions leader shares advice for how to talk about annuities with skeptical consumers. Read more >
Parents and Kids Both Influence the Flow of ‘Modern Money’
Shifting attitudes about supporting adult children financially have helped reshape Americans’ thinking about wealth and retirement readiness, according to Ameriprise Financial survey data. Read more >
Tailoring Plan Designs to Reflect Shorter Employee Tenure
Recent research reports suggest average employee tenure in the U.S. has trended downward; retirement industry experts agree this fact should inform plan design discussions and participant-level services. Read more >
Half of Americans Believe All Advisers Must Act in Their Best Interest
Many do not know if their adviser is technically a broker/dealer or an adviser, Personal Capital learned in a survey. Read more >
MOST POPULAR STORIES
2020 Contribution and Benefit Limits Announced

The limit on deferrals to 401(k), 403(b) and most 457 plans has been increased by $500.

IRS Proposes Changes to Tables Used in RMD Calculations

The purpose of any such updates would be to increase the effectiveness of tax-favored retirement programs by allowing retirees to retain sufficient retirement savings in these programs for their later years, the IRS says.

Corporate America Pushes for SECURE Act Passage

It’s not just the financial services industry pushing for passage of the Setting Every Community Up for Retirement Enhancement Act; chambers of commerce, consumer advocacy groups and major U.S. corporations are also voicing support.

Prudential Latest Recordkeeper to Face Self-Dealing ERISA Lawsuit

Plaintiffs challenge the use of proprietary products in Prudential’s defined contribution retirement plans, an arrangement they say impermissibly benefitted the company at the expense of plan performance.

RedBlack Launches Salesforce Integration

“Our goal is to provide wealth managers with a secure, data-rich and customizable experience designed to drive client satisfaction and optimize efficiency,” says RedBlack Chief Product Officer and Co-Founder Roel Vlemmings.

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

Advertising: advertise@strategic-i.com

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