15th Anniversary of RPAY: Everhart Advisors
Since being named the 2018 PLANSPONSOR Mega Team Retirement Plan Adviser of the Year, the practice’s assets under advisement have doubled.
John Hancock Dashboard Analyzes Retirement Readiness
It also identifies opportunities to improve participant outcomes.
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.
15th Anniversary of RPAY: Josh Ulmer
His practice has a nine-step strategy for how retirement plan advisers can improve the health of defined contribution plans and the retirement outlook for participants.
15th Anniversary of RPAY: Capital Strategies Investment Group
The practice’s leaders say all decisions made for a plan must improve participants’ retirement readiness, which they describe as a top priority.
15th Anniversary of RPAY: Heffernan Financial Services
Despite the lack of in-person communication in 2020, the practice has gained a fair amount of new business by disseminating promotional videos.
15th Anniversary of RPAY: Cammack Retirement Group
The firm has seen its assets nearly double in only a few years, which senior partner Mike Volo says is a testament to the group’s quality team.
15th Anniversary of RPAY: Rita Fiumara
Rita Fiumara of UBS Financial Services Inc. is an early entrant into the retirement plan industry, having worked in the business since 1997.
15th Anniversary of RPAY: The Catanella Institutional Consulting Team
The practice, overseen by a father-son pair, has experienced strong growth while staying committed to the middle-market segment.
As Pandemic Drags On, Don’t Let Clients Forget the Fundamentals
Advisers should watch out for unwitting partial plan terminations tied to layoffs and lasting damage to employees’ retirement readiness caused by hardship withdrawals.
Nearly One-Quarter of Health Care Workers Have Decreased Their Retirement Savings
It should then come as no surprise that 38% are less confident they will have enough money to live comfortably in retirement, TIAA found.
Americans Are Worried About Inflation in Retirement, But Few Are Taking Action to Prepare
Experts say there are things pre-retirees and retirees can do to prepare for a retirement that could last 20 to 30 years.
Gen X Facing the Stark Reality of Retirement
More than any other generation, its members are receptive to in-plan guarantees.
Fear of Retirement Spending Worsened by Pandemic
Retired households with less than $200,000 accumulated in a DC plan at retirement tend to spend down only about a quarter of their assets during the first two decades of retirement.
Financial Wellness Is the First Step to Retirement Security
Financial wellness programs are here to stay, and they are a big part of the employee benefits landscape of the future, says Craig Copeland, a senior research associate at EBRI.
LT Trust Offers Data Visualization Technology
The aim of PartnerLens is to help advisers serve clients more effectively.
Pandemic Will Have Negative Impact on Retirement Savings in Years Ahead, Natixis Says
In releasing its 2020 Global Retirement Index, the investment manager outlines obstacles to retirement savings but says expanding coverage to more people and pairing that with automatic features can mitigate the challenges.
Advisers Expect Retirement Plan Coverage to Expand Due to SECURE Act
Leading defined contribution (DC) consultants also expect participants will increase their savings rates.
People of Color Report Limited Retirement Investments
They also say they are not making headway on their retirement goals.
Employers Offer Broad Range of Jobs to Older Workers—But With Lower Pay
These opportunities also do not tend to offer benefits.