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Strategic Perspective Is a Key Commodity During Bouts of Volatility
As recently as mid-2016 it was common to hear advisers describe significant market volatility as the new normal, but since then the global equity markets have been remarkably...
beyond (k)
HSAs in Retirement Planning
Why you should consider learning more about these supplemental accounts
Facial Recognition Can Be Used to Access RetireSMART App
MassMutual announced facial recognition is allowed for Apple iPhone X users.
Marketing Mechanics
The Magic of Local Events
Advisers use philanthropy to raise awareness of savings need—and advisory brand
Factors Can Derail Plans to Retire Later
While Prudential found pre-retirees seem well-aware of risk factors that could force them to retire earlier, study results show they could benefit from a financial plan.
Lori Lucas New President of EBRI
Lucas explains to PLANADVISER key initiatives for the Employee Benefit Research Institute's future.
Top 100 Advisers
PLANADVISER Top 100 Retirement Plan Advisers
Advisers who have reached the top of their respectivei peer groups in terms of assets under advisement (AUA) or number of retirement plan clients, including defined contribution (DC),...
viewpoint
Talking Points
Carry On 53% of Americans expect to retire after age 65 or not at all, and 56% plan to continue working at least part-time in retirement. Source: Transamerica...
trendspotting
Money Market Funds Losing Favor
Still, a disconnect yawns between adviser recommendations and sponsor actions
Small-Business Clients Will See Biggest Tax Impact on Retirement Plans
The net result of the Tax Cuts and Jobs Act is that many clients will have a lower effective tax rate, and this can have a direct impact...
Trendspotting
Advisers Expect Increased Demand in ESG
Already, 18% offer socially conscious funds in their practice