Not Just Retirement Services
Not to Be Deterred
Plans vs. Reality
The Pandemic Has Brought Advisers’ Succession Planning to the Fore
At the same time, more demand for financial advice has many retirement plan advisers looking to stay in the business
A New Telling of the Story of Persistent Inequality
The Importance of EBSA Disaster Relief Notice 2021-01
The prescheduled phase-out of the coronavirus disaster declaration had created a ‘compliance conundrum,’ which the DOL has now addressed by issuing additional guidance.
SECURE Act and CARES Act Still Demand Client Diligence
As an example, if a plan sponsor has not yet started tracking part-time employees to see whether they accumulate 500 hours of service in 2021, they should begin doing so immediately.
Prudential Expands Financial Wellness Offering to Include Caregiving Resources
The COVID-19 pandemic has added to the burden many caregivers bear.
Coronavirus Hardship Withdrawals, Taxes and Your Retirement Plan Clients
What Should Advisers Consider Before Returning to In-Person Work?
Some say they are returning to the office on a very limited basis to maintain space between individuals.
Potential for New Federal Stimulus Reshapes 2021 Market Outlooks
The slow but steady distribution of coronavirus vaccines in the U.S. and other developed nations is also having a favorable impression on the equity markets, but serious risks remain.
15th Anniversary of RPAY: Bukaty Companies Financial Services
Since winning the 2019 PLANSPONSOR Retirement Plan Adviser Mega Team of the Year award, Bukaty Companies Financial Services was acquired by employee benefits giant OneDigital, greatly expanding the services it can now offer clients.
Economic Recovery Started in 4Q20, Charles Schwab Says
The lingering question is what speed the recovery will take.
Stimulus Bill Extends Some Provisions of the CARES Act
It also provides a way for retirement plan sponsors to avoid a partial plan termination.
Millennials Hit Hardest During the Pandemic
Many have dipped into their retirement savings, and some have even stopped or cut back on their contributions.
Workers’ Retirement Confidence Has Declined Due to COVID-19
More than half have experienced one or more negative impacts to their employment.
Practice Lessons Learned From the Pandemic
Virtual meetings and more personalized financial wellness programs are expected to continue.
Retirement-Plus
Nationwide Extends Fee Waiver for New Business
The firm is also offering a 90-day trial period of its managed account solution to retirement plan participants.
Financial Wellness Programs in Greater Demand During COVID-19
Prudential survey finds employees were looking for financial advice and emergency assistance.