| 529 College Savings Plans and Your Business |
| Just like saving for a secure retirement, 401(k) plan participants also dream of their children’s bright future. For many, that includes helping them get a college education. With higher education costs rising every year, there’s no better time for DC plan sponsors to consider adding a 529 college savings plan to their employee benefits package. This presentation arms retirement plan advisors with ideas and resources to help them discuss corporate 529 plans with their 401(k) clients and prospects.
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| Retirement Savings Shortfalls to Soar if Policies Do Not Change |
| Longevity, lower investment returns, and inadequate savings are contributing to a growing shortfall in what individuals will need for a longer retirement, a report says.
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| Life Events Drive Choice of Managed Account |
| Investors widely report that a particular life event, such as a marriage or a child being born, prompted the first use of a managed account.
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| Retirement Industry People Moves |
| Cafaro Greenleaf Expands Consultant Team; Beltz Ianni & Associates Hires Veteran Financial Adviser; Guardian Financial Partners Opens in Orange County; and more.
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