Long-Term Care Planning Neglected by Many Older Americans
When individuals plan ahead for long-term care, they can better secure their own future while reducing financial burdens on their friends and family.
Tag: Advice
PANC 2018: Plan Committee Excellence
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...
PANC 2018: The State of Adviser M&A
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.
Helping Participants Brace for Market Volatility
The only person who gets hurt on a rollercoaster is the one who jumps out; advisers should stress that volatility is the price individuals pay for long-term performance.
Modern Retirement Framework Must Consider Health Care Costs
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...
Wagner Building Database for New Adviser Search Service
Advisers interested in participating are called on to submit info electronically.
Assessing the Impact of Widowhood on Retirement Readiness
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...
How to Organize Sustainable Retirement Distributions
Each individual’s retirement income plan should be tailored specifically to their needs by coordinating DC plan distributions with decisions about when to take Social Security.
Adviser Survey Closes End of Day – Take To Be Eligible for Top 100 Advisers
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...
Financial Wellness 360 Expanded for Plan Sponsors
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.”
PLANADVISER National Conference 2018: Still Time to Register
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...
Study Suggests Women Are More Likely to Heed Financial Advice
According to a new MassMutual study, 79% of retired women are receiving professional financial advice, compared to 68% of men.
Advisers Prefer Face-to-Face Meetings with Clients
A mere 12% regularly use video options like Skype and FaceTime.
DISRUPTION: Milliman Upends Retirement Plans Sales and Service Structure in War for Scale
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...
Ladenburg Reveals Retirement Plan Consulting Platform
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.
In Focus at UBS: Equity Compensation Technology and the Participant Experience
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...
Helping Employers Sort HSA Facts from Fictions
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...
Exciting Announcements About 2018 PLANADVISER National Conference
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...
Participants Speak Clearly About Need for DC Account Income Planning
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...
Second Amended ERISA Complaint Targeting Xerox HR Solutions Tossed by District Court
Considering a second amended complaint much broader than the original, a district court has once again rejected allegations by participants in a Ford Motor Company retirement plan that...