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PLANADVISER National Conference Coverage |
Visit the Retirement Resource Center and access selected articles and topics covered at the 2015 PLANADVISER National Conference.
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PANC 2015: Growing Your Business |
A quick poll of PANC attendees found 71% depend on referrals from strategic partners or other professionals to grow their businesses, 20% rely on referrals from clients, and 10% use cold calling.
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PANC 2015: Controlling the Message |
One irony of the negative media messaging surrounding the retirement planning industry, according to L. Rita Fiumara, UBS Financial Services vice president and a 2015 PLANSPONSOR Retirement Plan Adviser of the Year, is that 401(k) plans “have only continued evolving and show vast improvements over the past 20 years.”
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PANC 2015: Stable Value |
The characteristics and nuances of stable value products can vary, but all offer guarantees and principal protection.
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PANC 2015: ‘Stressed Out and Stretched Thin’ |
John Hancock Retirement Plan Services started its annual Financial Stress Study a year ago because the company “wanted to know what prevents people from saving for retirement,” said Patrick Murphy, president of John Hancock Retirement Plan Services, speaking at the PLANADVISER National Conference in Orlando, Florida.
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Majority in U.S. Have Less Than a Grand Saved |
Nearly two-thirds of Americans have less than $1,000 in their savings accounts, according to a survey by GOBankingRates.com. One in five Americans, 90 million people, don’t even have a savings account.
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CBIZ Acquires Georgia Pension Admin Firm |
The national professional services firm has acquired Pension Resource Group Inc., adding to more than 100 offices across 34 states.
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