Talking Points

Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
Reported by PLANADVISER Staff
  • “When I was young, I thought that money was the most important thing in life Now that I am old, I know that it is.” —Oscar Wilde
  • The average 401(k) balance administered by Fidelity reached $77,300 at year-end 2012—a 12% increase from $69,100 a year earlier.
  • 66% of investors believe advisers have their best interests in mind, compared with a mere 28% who think financial firms share this ethical standard, according to a survey by Cerulli.
  • Retirement readiness is a priority for 61% of employers in 2013, up from 50% in 2012.
  • 85% of Americans oppose eliminating the tax benefits of saving in a defined contribution (DC) plan, the Investment Company Institute found in a survey.