Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
September 30th, 2015
PANC 2015 Concludes Today in Orlando
Visit the Retirement Resource Center to catch up on topics discussed at the 2015 PLANADVISER National Conference, which concludes today in Orlando. Read more >
PANC 2015: Recordkeeper Partners Critical to Success
Two senior retirement industry executives—one from an advisory firm and one from a recordkeeper—discuss how the two types of service providers can work together for better plan sponsor outcomes. Read more >
PANC 2015: Broker/Dealer and OSJ Evolution
“With the Department of Labor’s fiduciary rule, it will become very difficult to do advisory services as a broker/dealer,” suggested Kimberly Shaw Elliott, president of Independent Financial Partners. “Advisers will look to us to help them with compliance and provide a level of sophistication.” Read more >
PANC 2015: Adding Wealth Management to Your Practice
Executives provide practical and legal tips for adding wealth management to your practice. Read more >
The Most ‘Outrageous’ ERISA Complaints Yet Filed?
The New Vesting Schedule Debate
Lawsuit Accuses Fiduciaries of Chasing Low Fees Without Regard to Performance
What Mutual Fund Fee Disparities Mean for Retirement Savings
Why Are Financial Services Firms Looking to Wealth Management Leaders?
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Overcome Risk Aversion to Optimize Millennial Investment Behavior
What is driving Millennials’ investing behavior and how can you adapt to meet their needs? With their investment experience as a backdrop, it’s not surprising that Millennials have substantially different attitudes toward saving and investing than the Baby Boomer generation. Read more >
PANC 2015: Surveying Your Clients
The information that advisers can glean from client surveys can boost profits very substantially, suggested Tim Seifert, vice president and national sales manager at Lincoln Financial Group, speaking at the 2015 PLANADVISER National Conference in Orlando, Florida. Read more >
PANC 2015: How to Ask for Referrals
Relationships, conviction and the right approach (and perhaps a round of golf) are all keys to getting that referral. Read more >
The Benefits of Mentoring Advisers
Based on LIMRA’s “Paving the Way with Mentoring” study, it was determined that three in four advisers have participated in a mentoring relationship, and for the most part the elder advisers were colleagues in the same firm. These advisers almost universally cite strong, two-way benefits from mentorship.  Read more >
FPA, AARP Study Detects Social Security Knowledge Gap
Research released by FPA and AARP indicates that close to 100% of Americans could lack critical information about how to get the most from their Social Security benefits. Read more >
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