Sponsored message from JP Morgan |
Are Your Clients Concerned about Plan Fees? |
Reducing plan costs is a primary reason why sponsors consider a change in recordkeepers. Address your clients’ cost concerns with an analysis comparing their current fees with industry averages.
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Nondiscrimination Relief for Closed DBs Extended Again |
The relief is available for plan years beginning before 2018, if certain conditions are satisfied.
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Caregiving Women Make Efforts to Fill Retirement Savings Gap |
Among other actions, they increased their workplace retirement savings rate prior to or following their leave.
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Families With Special Needs Children Not Prepared for Future |
Most caregivers of special needs children don’t work with financial advisers; however there is strong interest in working with financial advisers who specialize in special needs planning.
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Vestwell Introduces Fiduciary, White-Labeled Retirement Platform |
The platform gives financial advisers the ability to better service employers and employees, the company says.
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Cybersecurity Defense from Schwab Advisor Services |
The firm announced availability of a new suite of resources and tools to help independent financial advisers develop, strengthen and maintain their cybersecurity defense.
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