The New Retirement Income Vernacular
DCIIA has published a new glossary on esoteric retirement income terms that advisers may not have heard of.
Client Service
Unintended Tax Consequences Arise When the RMD Date Shifts
The concept of extending the age at which one must begin drawing tax-sheltered savings as income in retirement is like...
Participant Insights: Misperceptions About 401(k) Plans Abound
Two of the most prevalent misunderstandings that keep workers from signing up—that it is too complicated, and that retirement is...
Financial Wellness Is Really About Financial Priorities
Retirement industry researchers say the pandemic will have a lasting impact on the way people rank and pursue their financial...
Advisers Giving Back: ProCourse Races for Financial Fitness
In just three years of sponsoring a 401(k) Race for Financial Fitness, ProCourse Fiduciary Advisors has raised more than $100,000...
How to Prevent Retirement Plan Leakage
Educating participants about the importance of remaining committed to retirement savings and of the value of consolidating accounts is a...
Advisers Have Their Eyes Keenly Trained on Risk Management
The majority prioritize effective risk management of their clients’ portfolios over generating the highest gains, Allianz found in a survey.
Wednesday Webinar: Product vs Solution
Products have not had strong traction in the retirement space, mainly because they don’t meet the needs or expectations of plan participants.
Advisers Giving Back: 401k Plan Professionals
Like many of their industry peers, the close-knit team at 401k Plan Professionals understands the importance of giving back and...
Next-Generation Retirement Plans Will Deliver Customized Retirement Income Solutions
PGIM says evolving technology will enable plan sponsors and advisers to deliver on this promise.
Advisers Giving Back: Sean Patton
Raised by his family to believe in the importance of giving back, Patton now leads various important efforts in the...
The Inner Workings of HSAs
Speakers at the virtual PLANSPONSOR 2021 HSA Conference touted the benefits of health savings accounts and explained what HSA rules...
Advisers Have Expanded Their Role During the Pandemic
Participants’ financial wellness and emergency preparedness have become more important in advisers’ service models, and some practices are even guiding...
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...
Advisers Giving Back: A Big Year (and Day) of Giving for the CCF
The CAPTRUST Community Foundation (CCF) raised almost $5 million in 2020, of which it donated a record $1 million, to...
15th Anniversary of RPAY: Ellen Lander
Lander says her practice, Renaissance Benefit Advisors Group, thoroughly enjoys its independence.
15th Anniversary of RPAY: Christopher Kulick
In the three years since winning the award, Kulick says his practice has deepened its client relationships while increasing capacity...
The Value of Determining a Retirement Plan’s Philosophy
Industry experts say delving into why a sponsor has a retirement plan can be very instructive for plan design and...
Investors Expect Their Advisers to Be on Top of Latest Technology
However, the majority would prefer to interact with a human adviser, as opposed to a robo adviser.
When Asked About Benefit Trade-Offs, Participants Show Preference for Guarantees
The 2020 PLANSPONSOR Participant Survey also shows that company matches really matter to retirement plan participants.