| Advisers Addressing Health Care Costs in Retirement |
| Anticipated medical costs for the average retiree far outstrip what the average retiree has saved. It doesn’t exactly make for a pleasant client conversation topic, but there are ways advisers can broach such a challenging (and let’s face it, depressing) topic.
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| Impressive Showing |
| What’s worse than talking about yourself too much? Talking about yourslef too little. “The annual review is an excellent opportunity to state your value, to quantify it and get the acknowledgement from the client for the work and the value you bring,” says Jim Sampson, managing principal of Cornerstone Retirement in Warwick, Rhode Island.
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| Can K-12 403(b)s Find a Balance? |
| There’s been a tug of war, of sorts, over the best design for K-12 school district 403(b) plans, but some say they should strike a balance between old and new.
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| Public Pensions Ready for Help With Automation |
| Conventional industry wisdom suggests public pensions rely more on internal expertise than do their private industry counterparts, but a new report from Accenture suggests public pension leaders in the U.S., United Kingdom and Australia are seeking help with automation and straight-through processing.
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