Register Now for the 2018 PLANADVISER National Conference
Annually, the top tier of retirement plan advisers from across the U.S., including the PLANADVISER Top 100 and the PLANSPONSOR Retirement Plan Advisers of the Year, gather in...
Tag: Education
Social Security Optimization Can Extend Retirement Portfolios by a Decade
In an exclusive interview with Bill Meyer, founder and managing principal of Social Security Solutions in Leawood, Kansas, PLANADVISER hears about some serious shortcomings in the conventional thinking...
2018 PLANSPONSOR Retirement Plan Adviser of the Year Finalists Announced
PLANADVISER is pleased to announce the finalists for the annual PLANSPONSOR Retirement Plan Adviser of the Year awards.
Strategic Perspective Is a Key Commodity During Bouts of Volatility
As recently as mid-2016 it was common to hear advisers describe significant market volatility as the new normal, but since then the global equity markets have been remarkably...
Careful Consideration of Client Age Groups Behooves Advisers
When working with Millennials, Generation Xers or Baby Boomers, it is crucial for advisers and sponsors to reach them with targeted communications; however, there are also some fundamentals...
Generation X a Key Target for Advisers
More than half of this generation currently does not have an adviser.
Advisers Need to Find Balance With Investors’ Risk Aversion
Cerulli Associates says this is advisers’ biggest challenge.
Only 13% of Retirement Plan Participants Seek Out Advice
However, advice seeking increases with age, account balance and annual contribution level.
Advisers Can Play Key Role Boosting Voluntary Benefits
Benefits consultants play a helpful role in guiding employers through decisions involving the offering of voluntary and health benefits: Why offer benefits? Who pays? How do you educate...
Mutual of America Turns to Social Media to Educate People About Retirement
The firm is offering tips, tools, studies and articles on Facebook, Twitter and LinkedIn.
Loans, Suspended Deferrals Reduce Savings an Average of 14%
The impact is greater for younger investors, as they have a long time horizon for saving, MassMutual finds.
Research Questions Value of Old School Financial Education
Upon review, the correlations between financial education and improved financial behaviors is often better explained by other individual difference factors that were not measured in a given study,...
Nonprofit Plan Sponsors Require Deeper Fiduciary Education
A number of key terms commonly present difficulty for nonprofit plan sponsors of all sizes—in particular the terminology surrounding “revenue sharing,” “fee levelization,” “fee policy statements,” and “3(21)...
Millennials Could Fare Worse in Retirement Than Older Generations
The Center for Retirement Research projects that 40% of those born between 1976 and 1985 will be unable to replace 75% of the income they received between the...
Many People Plan to Continue Working in Retirement
With Americans expecting to live to age 90 and many finding retirement savings a challenge, work, at least part-time, could become a retirement expectation for many.
PANC
2017 PLANADVISER National Conference
Above and Beyond: How Leaders Are Confronting Fiduciary Change and New Market Realities
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Trendspotting Charts
A look at employees' latest concerns, and what these mean to advisers.
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Singles Behind in Retirement Savings
Forty-four percent of single people are saving for retirement, compared to 63% of married people