Client Service

Assistant professor at the University of Missouri suggests advisory clients’ decisionmaking is often impaired by cognitive decline—putting the impetus on advisers to watch for clients’ mental dips.

For some clients there are major potential benefits in converting pre-tax retirement plan accounts to a Roth account. For others it’s a pretty bad idea and can lead...

Experts suggest the Affordable Care Act offers options for those seeking early retirement but needing, for obvious reasons, to maintain affordable medical coverage traditionally only found in the...

Advisers registered with NAPFA share the top pieces of advice for investors five, 10 and 20 years out from retirement. 

Generation Y expects to work until they die, “so why bother saving in a retirement plan.”

Head of insurance solutions at Lincoln Financial Distributors suggests advisers have as much to gain from education around long-term care planning as clients do. 

Academic scholar and adviser to the Georgetown Center for Retirement Initiatives shares his ideas for creating state-supported “individual DBs” to bring workplace retirement benefits to more private-sector workers.

Retaining the stock may be best despite litigation risk—and advisers can show the plan sponsor how to do company stock in DC plans the right way.

More plan sponsors are looking to expand their plan’s mobile capabilities. We ask what retirement plan advisers need to know about leveraging mobile tech.

Longevity misconceptions, changing American families and the rise of smartphones are vital factors in burnishing the industry’s image.

Employers cite several reasons they think employees don’t participate in their 403(b) plans, but it may come down to employees’ inability to save more.

Plan advisers should consider which fiduciary role they want to take.

Education is moving from away from a focus on investment classes and asset allocations to address the deeper, long-term values of saving. 

Relationships, conviction and the right approach (and perhaps a round of golf) are key to getting that referral. 

Executives discuss the key questions advisers should ask plan sponsors every year.

Taking a more holistic view of benefits, coping with the “longevity disconnect” and improving pension risk management were topics for retirement industry experts at PANC 2015.

Retirement industry experts recommend some titles and share their own fall reading lists.

An online game challenges advisers to pin down their adviser style.

Don’t just tell those stuck between obligations to aging parents and children they need to save more, tell them how.

Experts convened for a webinar about retirement planning suggested a DC plan participant’s age should impact the content of communications, but not necessarily the form.