Client Service

Roth IRA conversions may offer estate-planning advantages, according to a new paper by Vanguard.

Presenting women with ideas rather than promoting products and considering gender-specific goals are among the key requirements to effective service. 

An analysis of DC participant distribution behavior supports the use of 'through' TDFs and the allowance of partial distribution options to help participants preserve their assets and develop...

“Women face hurdles during their savings years and then face a second, equally difficult, set of challenges throughout retirement,” a new TIAA report warns. 

Although several regulations still limit use of social media in retirement planning and the wider financial-services industry, many advisers are finding that platforms like Facebook and Twitter are...

Cashouts are the biggest portion of defined contribution retirement plan leakage, but what can be done?

This is a friendly reminder that 2017 PLANSPONSOR Retirement Plan Sponsor of the Year nomination forms are still available. Don't wait to nominate—time is running out! 

Based on the Society of Actuaries' preliminary estimates, the new scale may reduce pension plan clients' current liabilities by 1.5% to 2%, depending on the individual characteristics of...

Common “auto” plan design terms often mean different things to different clients—even within the same company or plan committee. 

The Social Security Administration announced a cost-of-living adjustment for next year.

An Aon Hewitt survey finds that not only is student loan debt affecting workers’ retirement savings but it’s also becoming an emotional burden.

“From our perspective, the ultimate outcome in retirement is income,” says Jamie Ohl, president, Retirement Plan Services, Lincoln Financial Group. 

“One big reason financial wellness programs fail is that they focus on aspects of education and financial literacy which simply do not inspire or empower behavioral change,” says...

Absent employer action, an estimated 4.2 million white collar workers will become newly entitled to overtime protection, potentially impacting net pay and the treatment of benefits, especially nondiscrimination...

Investment decisions can be greatly influenced by childhood experiences, especially those associated with a perceived sense of loss. 

Being emotionally prepared for the transition is as important as sound financial planning, TIAA says.

There is a natural tension that can arise between plan sponsors and participants during the pension risk transfer process—but skilled advisers can help keep everyone happy. 

Eighty percent of advisers polled said their clients are asking more questions about retirement income planning today than three years ago.

“Conversations with clients revealed they felt brow-beaten by regulations and litigation, and felt they have gotten out of touch with why they have the plan in the first...

It is no wonder, since Baby Boomers are retiring with an average of only $104,000 in savings.