Search results for: the blank effect
2025 Top Retirement Plan Adviser: Shane Hanson
Thoughts from Shane Hanson, with Freedom Fiduciaries.
Long-Term Care’s Unexpected Costs and Their Effect on Retirement Security
About 80% of 65-year-olds will need some form of long-term care, according to the Center for Retirement Research at Boston College.
Interest Accrual for SAVE Plan Loans Resumes
The change to the student loan debt relief program used by 7.7 million borrowers is effective August 1, according to a Department of Education announcement.
Staffing Up: The When and How for Retirement Plan Advisory Firms
The timing and process of hiring new additions requires significant attention and care from firm leaders.
Global Defined Contribution Organizations Consider Retirement Income Top Issue
A report said few DC systems are currently equipped to deliver income through the decumulation phase in a “standardized or robust way.”
2025 Top Retirement Plan Adviser: Phil Sherman
Thoughts from Phil Sherman, with Deschutes Investment Consulting LLC.
I Used to Be Skeptical About Financial Wellness. Here’s What Changed My Mind.
Financial Finesse President Todd Lacey makes a case for integrating financial wellness into an advisory practice.
2025 Top Retirement Plan Adviser: William Brian Drake
Thoughts from William Brian Drake, with Summit Financial Group.
2025 Top Retirement Plan Adviser: Tina Schackman
Thoughts from Tina Schackman, with Benefit Financial Services Group.
EBRI Discusses Retirement Risks From Not Addressing Long-Term Care
Employees’ perceptions of long-term care needs, knowledge and accessibility of long-term services and supports influence their financial readiness in retirement.
2025 Top Retirement Plan Adviser: Nate Moody
Thoughts from Nate Moody, with Lebel & Harriman Retirement Advisors.
Taking Stock of the Continued Evolution of PEPs
More than four years and $10 billion in assets into their launch, experts discuss the benefits, the challenges and the misconceptions associated with pooled employer plans.
2025 Top Retirement Plan Adviser: Phil Senderowitz
Thoughts from Phil Senderowitz, with Strategic Retirement Partners.
Tackling Succession Misalignment in Advisory Firms
Three-quarters of RIA and broker/dealer firm owner respondents said they lack a clear plan of succession, which could alienate future leaders.
2025 Top Retirement Plan Adviser: Jon Chambers
Thoughts from Jon Chambers, with SageView Advisory Group.
Senators Propose Legislation to Improve Retirement Security for Gig Workers
The package includes four coordinated bills, which are designed to expand portable workplace benefits, including health care and retirement savings, while providing legal clarity about worker classification.
Retirement Security Improved by Allocating a Portion of DC Plan Assets Into Annuities
A recent paper from the National Bureau of Economic Research explored a guaranteed payout path involving defaulting 20% of a retiree’s assets greater than a certain threshold into...
Nuveen Lifetime Income TDFs to be Available on Transamerica Platform
The Nuveen Lifecycle Income CIT Series will be available as a default option for retirement plans recordkept by Transamerica.
2025 Top Retirement Plan Adviser: Brian Allen
Thoughts from Brian Allen, with Pension Consultants, Inc.