Happy Friday, readers! Recently there has been no shortage of industry conversation about the closely related topics of retirement income planning and individual retirement account rollovers. Below you will find timely research and analysis on these crucial subjects. Also, please take note, the 2017 PLANADVISER National Conference kicks off in less than two weeks. In addition, our annual plan adviser and plan sponsor of the year nomination processes remain open, but not for long. Don’t wait to nominate a colleague or client!
Firms focusing heavily on promoting low-cost products without considering clients’ preferences for premium service and a stable, trusted brand may fall behind, according to a study by LIMRA.
Read more >
Despite the generally positive perceptions of the benefits of guaranteed lifetime income, only one in four survey respondents age 45 and up plan to purchase an annuity.
Read more >
Nomination forms for the 2018 PLANSPONSOR Retirement Plan Adviser of the Year and Plan Sponsor of the Year Awards are now available. The deadline for the 2018 Plan Adviser and Adviser Team of the Year award is October 16, while the deadline for the Plan Sponsor of the Year award is November 6.
Read more >
The 2017 PLANADVISER National Conference kicks off in less than two weeks. Follow the link for updated information on the conference schedule and agenda. There are still a few speaking spots open for advisers, as well, so please let us know if you want to participate directly in the conference.
Read more >