Tag: Practice management

VA Net Sales Hit New Low

Widely misunderstood and often not well represented, annuities still attract a lot of interest because they represent what most people desire most: fixed guaranteed income for life. 

What to Look for in a Rollover Provider

Ongoing fiduciary responsibility and spending money on former employees are two reasons to consider amending a plan to include automated rollovers, Millennium Trust says.

Most Overused Words in the Industry?

Some back-pocket phrases—holistic, retirement readiness and glide path—may seem tired not just to retirement plan participants, but even to retirement plan advisers themselves.
Art by Christian Northeast
research

Stacking Up

The 2014 PLANADVISER Retirement Plan Adviser Survey