Talking Points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
Reported by PLANADVISER Staff
- Credentials Count: Nearly
90% of investors who have more than $100,000 in investable assets believe an
adviser’s certifications are important. Source: Certified Financial Planner
(CFP) Board of Standards survey of 850 investors
- More Generous Matches: Nearly one-quarter (23%) of employers
that offer defined contribution (DC) and health savings account (HSA) plans
intend to increase their total contributions toward these plans over the next
two to three years. Source: Towers Watson 2014 North American Defined
Contribution Plan Sponsor Survey
- $326K: A
married couple who retired at age 65 in 2014 will need $326,000 to cover their
health care expenses in retirement, according to the Employee Benefit Research
Institute.
- Sizeable
Assets: Advisers controlled 28% of all defined contribution (DC) retirement
plan assets at year-end 2013, research from global analytics firm Cerulli
Associates found.
- “The measure of who we are is what we do with what we have.” – Vince Lombardi