Products May 27, 2009

Retirement Learning Center Releases Retirement Guide for Advisers

The Retirement Learning Center released the 'Retirement Resource Guide: Essential ERISA Education&Best Practices for Financial Advisors.'
Reported by

A news release said the book makes sense of the changing retirement landscape for financial advisers—at a time when the need for financial advice is more critical than ever.

The Retirement Learning Center was founded by John Carl, an expert in retirement education. Carl wrote the guide alongside W. Andrew Larson and Jennifer Kiffmeyer. According to the release, the book provides:

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  • an outline and analysis of key rules and regulations affecting retirement plans;
  • practice management applications that advisers can implement in daily operations;
  • explanation of the current retirement marketplace and demographic trends;
  • a step-by-step explanation of various major retirement plans;
  • a guide to rollovers, distributions, taxation issues and income planning;
  • ability for advisers to earn up to 16 credit hours of continuing education for state licensure, CIMA, and CFP designations.

The “Retirement Resource Guide” is available exclusively through the Columbia Management Learning Center, which, in partnership with Retirement Learning Center, offers proprietary education, training, and ongoing support for financial advisers.

More information is available at www.retirementlc.com.

 

 

Data & Research May 27, 2009

Need a Vacation?

This year, many Americans are holding off on vacations.
Reported by

It might be the beginning of vacation season, but surveys in the last few weeks have highlighted that less Americans are taking vacations. A recent poll by CareerBuilder found that 35% of Americans are scrapping a 2009 vacation.

For almost three-fourths (71%) of those polled, the reason they aren’t taking a vacation is simple: They can’t afford it. For another fifth of workers, they are afraid of losing their jobs if they go on vacation, or feel guilty being away from the office (see “These Days, Vacations are NOT Us“).

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A poll from AP-Gfk found similar results. Its survey reported that one-third of Americans have canceled a trip this year because of financial concerns. Another 11% said they decided to vacation closer to home this year due to financial concerns. Overall, more than half of (56%) of individuals surveyed are not planning to take a vacation trip this summer (see “Economy Taking a Toll on Vacations“).

Regardless of the economy, it seems taking a vacation can ironically be kind of stressful. A Randstad poll of full-time employed adults found that vacations are a large cause of employee stress. Almost half (43%) of workers find preparing their boss and/or co-workers for their absence to be stressful. Although, once on vacation, a clear majority (70%) are out of “work mode” as soon as they leave the office (see “Vacation Just not Worth It?“).

However, others have trouble leaving the office fully behind. The CareerBuilder poll found some 28% of workers contact the office at least once, regardless of what they are working on. We are guessing many advisers might be in that category.

 

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