Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
November 11th, 2015
Americans Misjudge Savings Needed for Retirement
About two-thirds surveyed believe they will need less than $1 million in today’s dollars in order to retire, or aren’t sure how much they will need. Read more >
Retirement-Challenged Millennials Need Education
Nearly one in five U.S. Millennials surveyed by BNY Mellon say they receive no financial information from their workplace or educational establishment, and nearly half admit to relying on a blind guess to estimate what they’ll need for a retirement fund. Read more >
Most American Adults Fear Financial Advisers
A new report suggests talking to an adviser and sharing personal information is a difficult process for a lot of people. Fortunately, advisers can adopt some simple practices to keep clients comfortable. Read more >
The 2015 Retirement Plan Adviser Survey
The 2015 Retirement Plan Adviser Survey, our eighth, endeavors to gain insight from the adviser community about how providers and funds are selected, and which are the favorites each year. Read more >
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Sponsored message from JP MORGAN ASSET MANAGEMENT
PLANADVISER interviews Mike Miller
Stephen Moylan, SVP for PLANADVISER, interviews Mike Miller, Head of Retirement Distribution for JP Morgan Asset Management. Read more >
Research Finds Retirement Planning Calculators Lacking
HealthView’s research indicates that current income replacement ratio-based calculators fail to suggest sufficient income for retirees to afford quality health care and maintain their planned standard of living in retirement. Read more >
Underestimating Creates Need to Change Plans for Retirement
More than half of CPA financial planner clients who are planning for retirement underestimate either their own life expectancy or their joint life expectancy as a couple.  Read more >
Schwab Unveils RIA Recruiting Resource
A new publication from Schwab Advisor Services seeks to deliver actionable insights about recruiting and talent retention within RIA firms. Read more >

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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