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...
Updates to the firm’s Social Security and Medicare guides, among other publications, aim to help individuals and employers make the best decisions when it comes to maximizing and...
They earn less than older generations, are less likely to participate in a retirement plan, and will have to contend with longer life spans and rising health care...
While the researchers say advisers may need to modify their business models slightly, the strategy uses existing resources and capabilities plan sponsors and providers have.