September 28th, 2016

Millennials Who Do Not Start Saving Soon May Never Catch Up Given the likelihood of higher expenses coupled to weaker markets and slow-growing wages, one analysis suggests Millennials on average may need to save nearly a quarter of annual income to meet even modest retirement goals. Read more > PLANADVISER Recordkeeper Services Guide Retirement plan advisers may often find themselves in the role of matchmaker: working with a defined contribution client to determine which investments and platforms or providers are the best fit. Read more > 2017 Award Nominations Are Open Nomination forms for the 2017 PLANSPONSOR Plan Sponsor of the Year Awards and Retirement Plan Adviser of the Year awards are now available. Read more > Capital Group Survey Underscores Investor Anxieties After experiencing the dot-com bust, the global financial crisis and the housing collapse, as well as stagnant wage growth during their formative adult years, Gen Xers are wary about their financial future,” suggests Heather Lord, senior vice president and head of strategy and innovation at Capital Group. Read more > MOST READ ARTICLES

Sponsored message from MassMutual Customized guidance across benefits in one simple, innovative tool MapMyBenefits provides employees customized benefits guidance in one user-friendly tool. By giving simple, powerful guidance across benefits, MapMyBenefits helps pave the way to financial wellness.  Read more > CFP, FPA and Others Announce Volunteer Advice Events Throughout October, the groups will host 22 one-day events in cities across the U.S., staffed by CFP professionals offering no-cost discussions and consultations with the public. Read more > LIMRA Releases Adviser Insights on Guaranteed Income Products A survey of more than 1,000 financial professionals elicited mixed opinions on the effectiveness and reliability of guaranteed income products such as annuities. Read more > Betterment Reveals Tax-Coordinated Portfolios The new product automates the process of optimizing asset location to boost an investor’s cumulative after-tax returns. Read more > T. Rowe Price Offers Sales Process Automation The firm says the Essential Choice sales tool rationalizes and automates small-plan sales. Read more >

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