Ways to Combat Leakage
The Savings Preservation Working Group says that at least 33% and as many as 47% of plan participants withdraw part or all of their retirement savings when switching jobs.
Tag: 529 college savings plan
How To Make 529 Plan Service Pay Off
Offering advice about 529 college savings plans can deepen client relationships, though such services are not usually big revenue drivers on their own.
403(b) Plans Tuned In to Education
Nonprofit and public plans are the most apt to support efforts to learn
Young Savers Are the Group Most Likely to Meet Retirement Goals
Workers under age 35 are realizing they need to start saving now, according to Ascensus.
Relatively Few Parents Fill Out FAFSA, Leaving Crucial Dollars on the Table
While college savings and student loan debt aren’t typically an area of focus for retirement plan advisers, new survey data suggests a few simple reminders can be a big help to clients; this is especially true when it comes to filling out the Free Application for Federal Student Aid.
Franklin Templeton Report Tackles 529 Plan Myths
As of the first quarter, more than $1.5 trillion in student loan debt was outstanding, triple the amount in 2001; with these figures in mind, Franklin Templeton researchers have highlighted the opportunities presented by 529 plans.
Tax Act May Affect Retirement Plans
ESOPs, NQDCs and IRAs, plus 529 college plans, could feel the impact