Tag: Advice

A lot is happening to open the doors for small businesses to offer retirement plans to employees; advisers have new opportunities and challenges as a result.

When individuals plan ahead for long-term care, they can better secure their own future while reducing financial burdens on their friends and family.

To this day, one of the most common reasons plan sponsors turn to advisers is to get assistance with governance, including items such as putting in processes that help avoid litigation and running an efficient committee meeting.

With industry statistics showing that 25% of advisers have changed firms in the last four years, there are clearly many advisers in pursuit of the right business model.

Vanguard engaged Mercer Health and Benefits to develop a new model to forecast health care costs for U.S. retirees; the effort has resulted in a number of pragmatic recommendations for individuals and employers.

Advisers interested in participating are called on to submit info electronically.

The adviser is in a good position to remind widowed individuals to continue to think about and plan for the long-term financial future—difficult as that may be after the loss of a spouse.

Once again this year, in an attempt to minimize the number of surveys we ask you to complete, we have combined the Top 100 questionnaire with our annual Retirement Plan Adviser Survey. The deadline has been extended through the end of the day.

One element of the Financial Wellness 360 program is Lifestyle Benefits, a suite of self-service resources that help employees “address today’s financial challenges and prepare for tomorrow.”

New at this year’s conference, advisers will have the ability to earn their PLANSPONSOR Retirement Professional designation while in attendance, and we are particularly excited for our opening evening speaker, the award-winning comedian and actor Jason Alexander.

According to a new MassMutual study, 79% of retired women are receiving professional financial advice, compared to 68% of men.

A mere 12% regularly use video options like Skype and FaceTime.

Milliman is still very much a mid-tier recordkeeping provider by scale, ranking 53rd in terms of the total number of plan served and 27th in total assets in custody; this week the firm is launching a new unified sales and service structure in a bid to boost growth and client satisfaction.

The underlying technology will be provided by Retirement Plan Advisory Group and delivered to advisers with the support of a centralized team of retirement specialist consultants.

Besides discussing the rollout of UBS One Source, Michael Barry offers some broader ideas about the role of equity compensation and the importance of communicating the value of equity awards to employees.

The health care plan and the health savings account are not the same thing; while the employer has some administrative responsibilities, the HSA belongs wholly to the employee and is portable.

New at this year’s conference, advisers will have the ability to earn their PLANSPONSOR Retirement Professional designation while in attendance, and we are particularly excited for our opening evening speaker, the award-winning comedian and actor Jason Alexander.

A new report published by Cerulli Associates draws out participant perspectives on the topic of DC plan decumulation, revealing that many of those leaving the work force feel “generally clueless” about how to manage their nest egg.