Search results for: materia medica
PANC
2015 PLANADVISER National Conference
Value First: Enhancing your profitability and service offering
trendspotting
Trendspotting
A look at the latest concerns and actions among employees, and what they mean for advisers
Mortality Bonus and PBGC Premiums Strain DBs
It’s happened before and it will happen again—a hike in PBGC premiums and shifting SOA mortality projections have materially raised the cost of running a pension plan.
People More Concerned About Retirement Than Health
Participants view their 401(k) as an essential workplace benefit.
Advisers Addressing Health Care Costs in Retirement
Advisers say they are biting the bullet to educate participants about these high costs.
Symetra to be Acquired by Japanese Insurer
Symetra provides employee benefits, annuities and life insurance.
Advisers Boost Boomer Retirement Confidence
Baby Boomers who work with advisers are better prepared for retirement, a survey finds.
Don’t Overlook Wholesaler Support
Advisers who encounter some thorny practice problems can turn to a wholesaler, findings of a LIMRA survey suggest.
servicing strategies
Plugging Plan Leaks
Many 401(k)s contain a feature advisers don’t want participants to use
pa|nc
2014 PLANADVISER National Conference
Optimizing plan and practice outcomes—best practices for retirement plan advisers
PANC 2014: Plan Sponsor and Participant Education
For industry executives on one panel at the 2014 PLANADVISER National Conference, retirement plan sponsor and participant education is a three-part effort.
Fidelity Offers Roadmap for Improving Retirement Outcomes
Fidelity Investments has launched an initiative to help employers evaluate and improve the retirement readiness of their employees.
Generational Financial Health Gap Grows
The generational financial wellness gap is widening as younger workers struggle with debt and a lack of cash flow, according to a new survey from consulting firm PwC...
U.S. Retirement System Barely Makes Top 20
The United States narrowly holds its spot among the top 20 nations globally in its capacity to meet retirement security needs and expectations.
Mercer Releases Federal Benefit Guides
Consulting firm Mercer has released explanatory material about Social Security and Medicare that may prove useful to plan sponsors and advisers.
Estimates May Inflate Retirement Needs
Common assumptions for estimating retirement costs may inflate actual needs.
Positive Messaging Can Empower Participants
Plan advisers should stress the importance of communication and planning, signaling that retirement is a time of empowerment—not a dismal single life event.
How to Communicate Benefit Changes
Plan sponsors need to educate employees in a way that moves them from a sense of entitlement to empowerment, presenters of a recent webinar suggested.
feature
2013 PLANSPONSOR Retirement Plan Adviser of the Year Finalists
At the end of last year, we announced some of the nation’s most successful retirement plan advisers in our list of the 2013 PLANADVISER Top 100 Advisers. In...