Client Service November 4th, 2020 Advisers Giving Back: James Betzig at TrinityPoint Wealth The Boys & Girls Club of Milford is especially close to his heart.
Client Service November 2nd, 2020 Encouraging Young Part-Time Employees to Save for Retirement Financial advisers can help part-time employees who will be newly eligible for retirement plans under the SECURE Act get familiar with savings concepts.
Client Service October 30th, 2020 Gen Z Workers Need Financial Advice Financial challenges should be addressed before saving for retirement can be effective.
Client Service October 26th, 2020 Financial Planning With Gen Z Gig Workers As more Gen Zers enter the gig workforce, financial advisers are tailoring their services to fit the needs of these workers.
Client Service October 23rd, 2020 Industry Experts Discuss Benefit Trends for 2021 Financial advisers and professionals explain what they are hearing from clients and what they anticipate for the upcoming year.
Client Service October 21st, 2020 15th Anniversary of RPAY: SageView Advisory Group Since 2014, the consolidation that has taken place among recordkeepers and advisers has played to SageView’s strengths as an aggregator,...
Client Service October 20th, 2020 Advisers Can Help Retirement Plan Sponsors Regroup for 2021 Plan sponsors are looking for better financial wellness education and communication with employees after their experiences in 2020.
Client Service October 19th, 2020 The Importance of Virtual Training During COVID-19 Flexible schedules are expected to continue post-pandemic, resulting in better access to coaching for more retirement plan participants.
Client Service October 16th, 2020 Advisers Should Consider Emotions When Guiding Participants Through COVID-19 A calm, measured approach will help retirement plan participants make the right decisions.
Client Service October 15th, 2020 Behavioral Science Strategies Can Lead to More Savings Quantity of information and time are two important factors when it comes to improving financial savings habits for participants.
Client Service October 15th, 2020 15th Anniversary of RPAY: Joe Connell Though he now works under a different firm than when he won recognition as a PLANSPONSOR Retirement Plan Adviser of...
Client Service October 14th, 2020 How to Diversify Retirement Plan Committees With representation being top of mind in 2020, companies are reconsidering the makeup of their workforces and their retirement plan...
Client Service October 14th, 2020 Advisers Counter Effects of COVID-19 With Technology Like so many other industries, the financial planning community is being adversely impacted by the pandemic, Nationwide reported in a survey.
Client Service October 9th, 2020 Helping Clients With Part-Time Employee Inclusion in Retirement Plans Counting hours, implementing cashouts and finding missing participants are some of the processes plan sponsors need to review for the...
Client Service October 8th, 2020 15th Anniversary of RPAY: Pensionmark Given the firm’s forward-thinking attitude, not all that much has changed since Pensionmark was recognized as the 2013 PLANSPONSOR Multi-Office...
Client Service October 1st, 2020 15th Anniversary of RPAY: Jeb Graham One sign of the changing times since Jeb Graham was named Retirement Plan Adviser of the Year in 2013 is...
Client Service September 30th, 2020 Advisers Giving Back: Stephanie Hunt Stephanie Hunt at Atlanta Retirement Partners is closely involved with the Food Bank of Northeast Georgia; she particularly enjoys donating...
Client Service September 28th, 2020 PSNC 2020: Considering Health Expenses in Retirement Planning Experts weigh in on health savings accounts (HSAs) and the need for health care education in the retirement industry.
Client Service September 25th, 2020 PSNC 2020: Creating Income Streams for Participants Panelists discussed how employers can add different lifetime income options into their plans and the appropriate products to use.
Client Service September 25th, 2020 Considerations When Constructing Plan Committees Having an odd number of members is sensible, as is pursuing a committee that reflects the employee population’s demographics.