Study Says Pre-Retirement Connection Key
Connecting with baby boomers while they are still in their working years is critical to establishing relationships for advisers, according to the third annual Lincoln Long Life Survey...
Practice Management
2007 Compensation and Benefits Limits Published
Last week, the Internal Revenue Service (IRS) unveiled the maximum benefit and contribution limits on qualified retirement plans for 2007, and, for most of the limitations, the increase...
Small Biz Owners Clueless on PPA
A recent poll of 507 small business (companies with 50 employees or fewer, including one-person, owner-operated businesses) owners or CEO’s/Presidents commissioned by ShareBuilder 401(k) found that many small...
Households Will Look to Consolidate Adviser Relationships: Study
A new report claims that many US households will decide to consolidate their assets with a single adviser in order to better address the challenges they face in...
Affluent Women Give Raspberries to Seminars, Newsletters
If you're interested in building out your business to affluent women, consider yourself forewarned.
Consider Boomer Subgroup When Targeting Communication
To help marketers more accurately target the baby boomer generation, the market research firm of Chadwick Martin Bailey (CMB), in conjunction with Arnold Worldwide, concluded a study by...
Getting Better
Is your continuous improvement stalled at the expense of the plan participant?
From the Front Lines
Front-line experiences to help you experience the normalcy of a "normal" day
Pay Check
Sometimes, tracking your income can be the hardest part of serving the retirement plan market
Buddy System
Retirement plan relationships are evolving from a casual give-and-take toward something more formal
Premature Rollovers
Recent studies indicate that more than half of participants spend at least some of their retirement savings well before that date.
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...