Premature Rollovers
Recent studies indicate that more than half of participants spend at least some of their retirement savings well before that date.
News
Overcoming Bad Assumptions
While there has been a lot of talk the past year about the need to boost participation and deferrals, we don't seem to be making much progress.
Retirees Content with Adviser Relationships
The good news is that retirees appear to be quite content with their existing adviser relationships — all the more reason for advisers to establish those connections prior...
Cost Concerns, Ignorance Slow Small Plan 401(k) Adoption
More than 13.6 million employees in small, micro-businesses lack an employer-sponsored 401(k) plan today, a Fidelity news release said — a result that may well be the result...
Time to Be Looking for Clients Who May be Looking
A study released recently by Fidelity Investments says that 69% of small businesses review their 401(k) plan at least once a year and about a quarter (26%) of...
Prospecting 101
It is almost never a good idea to waste time pursuing clients who will not be a good fit for your business, even if they do appear to...