PLANADVISER Weekend Newsdash
Week ending September 27th, 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
HSAs, FSAs and HRAs: Get to Know the Health Savings Alphabet
The account types differ quite a lot. Some require same-year spending, most are owned by the employer, and one comes with a triple tax advantage. Read more >
Rollover Mechanics and the Most Common Mistakes
Besides failing to invest the money within the IRS’s 60-day window—the most common mistake according to the experts—another frequent error impacts those who cash out of their workplace retirement plan. Read more >
Helping Participants After They Have Taken Hardship Withdrawals
Participants who have taken a hardship withdrawal are nearly three-times more likely to feel “always” stressed in general and three-times more likely to have “a lot” of stress about their financial situation. Read more >
10 Retirement Planning Tips for the Self-Employed
The self-employed think about and plan differently for retirement compared with their counterparts working for companies and corporations; they also have double the emergency savings. Read more >
Advisers Giving Back: A Foundation That Spans the World
Since its founding in 2011, the SageView Foundation has raised more than $1.5 million to help meet the health care and education needs of women and children in crisis and to provide community development micro-loans. Read more >
MOST POPULAR STORIES
15th Anniversary of Retirement Plan Adviser of the Year

Since 2005, we have honored 39 individuals and teams with the PLANSPONSOR Retirement Plan Adviser of the Year award program.

Fidelity Wins Dismissal of FundsNetwork Revenue Sharing Challenge

The firm has successfully argued that it is entitled to negotiate and collect revenue-sharing fees from mutual fund companies in exchange for representation on its FundsNetwork platform.

Inheritance Pathways Exist to Replace Stretch IRAs
The SECURE Act is stalled in the U.S. Senate due in part to several lawmakers’ concerns that it does away with so-called “stretch IRAs,” but tax and inheritance experts say other effective tax mitigation strategies are available.
Cybersecurity Strategies for the Adviser Industry
Effective cybersecurity strategies start with the right tone at the top, with senior leaders who are committed to improving their organization’s digital posture.
Weighing 403(b)s versus 401(k)s for Nonprofits

In most cases, the 403(b) is the better option.

rss icon twitter icon linkedin-in icon
ISS MEDIA logo
Strategic Insight was recently acquired by ISS. Learn more.
Unsubscribe | Manage Subscriptions | Contact Us | Privacy Policy | Advertise
©2020 Asset International, Inc. All rights reserved.
702 King Farm Boulevard, Suite 400, Rockville, MD 20850