IRS: Remote Notarization, a Pandemic Development, May Stay
The rule would codify relief from ‘physical presence’ rules for retirement plan elections that was first granted during the height of the COVID-19 pandemic.
SEC Proposes Controversial Rule on Swing Pricing and Liquidity
Financial Challenges Prevent Saving for Retirement
A new Goldman Sachs Asset Management retirement report finds myriad competing financial priorities are impeding participants from saving sufficiently for retirement.
Wilmington Trust Introduces Digital CIT Onboarding Tool
Plan adviser users of the tool can automatically pull key data for the plan they are advising into the system from the data contained in the IRS Form 5500 database.
Pension Plans Among ESG’s Biggest Proponents
Major pension funds see sustainable investing as a fundamental element of investing rather than a potential drag on performance, according to a new Morningstar survey.
Employers Wary of 401(k) Costs Can Find the Right Retirement Plan
An adviser, retirement plan consultant or recordkeeper can help to find the best solution for employees.
Workers Remain Optimistic About Retirement
Workers are confident that they will have enough money for basic expenses during retirement.
Clarifying Misunderstandings of Life Expectancy
The American Academy of Actuaries looks to clear up misunderstandings about recent life expectancy data released by the CDC.
Americans Are Becoming More Optimistic About the Economy
As more people are getting vaccinated, they expect pent-up demand will lead to a boost.
Nearly Half of Parents Have Given Their Adult Children Money During Pandemic
A majority of these parents said they otherwise would have used the money for personal finances.
Despite Pandemic, Workers Remain Confident About Retirement
Plus, confidence about Medicare and Social Security benefits reaches an all-time high.
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
What Should Advisers Focus On in a New Market Environment?
After the challenges of 2020’s volatile market, financial advisers should learn how to approach any future obstacles with their clients.
Even Top Financial Advisers Have Been Hurt by COVID-19
However, many are implementing new practices and technologies to combat these effects.
Pandemic Forcing Many to Retire Earlier Than Anticipated
Nearly 70% of retirees say they retired earlier than they had expected, up from 50% in 2020.
Women Face More Financial Challenges Due to COVID-19
Financial advisers can help them through a mix of offerings and communication.
Prudential Expands Financial Wellness Offering to Include Caregiving Resources
The COVID-19 pandemic has added to the burden many caregivers bear.
Advisers Should Define Their Digital Strategy
A Broadridge webinar evaluated the impacts of successful virtual advising in 2020, and explored which digital outlets financial advisers are focusing on in 2021.
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.