Participants Reassess Their Retirement Savings and Readiness With the New Year
Following the economic impact of the COVID-19 pandemic, participants are shifting back to retirement planning.
Client Service
Educating Participants About Lifetime Income Projections Is Key
Retirement plan advisers and plan sponsors are ramping up support so participants will understand newly implemented projected lifetime income illustrations...
Cash-Out Concerns Ahead of Tax Season
Workers in the U.S. still have plenty of time to file their 2021 taxes with the IRS, but advisers can take steps now to remind their clients of...
Financial Wellness Trends Shine a Light on Employee Needs
Areas of focus have shifted during the pandemic and will define trends for the new year.
More Sponsors Seeking Expert Advisers
After a year of nuanced challenges, plan sponsors say they are looking to DC plan specialists for a broad spectrum of advice, and they want higher levels of...
The Role of Advisers Is Expanding
In light of the pandemic, at least 22 million Americans spoke with a financial adviser for the first time as...
Adviser Apps Not Just a ‘Check the Box’ Item
Mobile applications have become an important part of the advisory client’s user experience and can potentially make a big difference on how a firm is seen.
The Role of Pro Bono Services in Financial Advisers’ Practices
Pro bono advisory work is helping to serve those who have been traditionally under and poorly served by the financial advisory industry—while giving some advisers a renewed sense...
PANC 2021: Tax Rates, RMDs and Retirement Income Planning
Just as retirement savers use investment diversification for accumulating assets, they need tax diversification for retirement income planning.
PANC 2021: What the Best Plan Sponsors Expect From Their Advisers
Plan sponsors list their top priorities when working with advisers and recordkeepers.
Op-Ed: Financial and 401(k) Trends to Consider
A labor crunch known as The Great Resignation and The Great Retirement are the twin challenges of the early 2020s.
Protecting Elderly Clients From Financial Abuse
Sources offer lessons learned from thousands of potential elder abuse investigations, highlighting red flags and revealing the harm that can...
Practice Progress: How to Lose a Client (or Not)—Lessons Learned From Unsuccessful Advisory Relationships
Julia Carlson and David J. Wright of Financial Freedom Wealth Management discuss how the loss of clients during the firm’s growth resulted in new opportunities for successes.
Including Long-Term Care Planning in Retirement Planning
Advisers can help clients create a more holistic plan for retirement by becoming familiar with and including strategies to pay for long-term care.
Practice Progress: SEPs, SIMPLEs and More: Growing a Practice With Smaller Clients
A PLANADVISER webinar underscored key plan design offerings when working with smaller plan clients.
A Few Key Lessons to Learn From Wealth Managers
Guidance about investing and the accumulation of assets is only the beginning of genuine financial planning—a fact that has already been embraced by forward-thinking wealth managers.
Balancing Health Care and Finances
Improving health care literacy can help employees make the right financial decisions.
Women Face $1.1M Lifetime Salary Shortfall
Retirement plan advisers can help women overcome this hurdle by being aware of the issue and counseling them on benefits...
Adviser Op-Ed: The Merits of a Retirement and Benefits Task Force
A case for why retirement plan advisers and employee benefits professionals should join forces to meet workers’ financial health needs...
Adviser Op-Ed: Addressing the Retirement Plan Provider Disconnect
In today’s challenging operating environment, the adviser must not only provide sound advice for their client but take on multiple...