Tag: Selling

American Century Investments named Adam Sokolic as senior vice president, retirement strategy and services.

The deadline for some to start taking required minimum distributions (RMDs) is April 1, and the penalty for forgetting—a 50% tax bill—is big.

The EZ K Plan from Revzon Consulting Group is a full- service, one-stop 401(k) plan package that lets registered investment advisers meet the needs of small-company clients.

CAPTRUST and Pensionmark Retirement Group will create a new entity intended to be the industry’s premier platform for retirement plan advisers.

Updated training and networking capabilities offered through Social Security Timing, the Social Security software, help advisers sharpen their expertise in creating retirement income strategies for clients.

An expanded advisory practice management program from OneAmerica offers strategies in areas such as sales and marketing, branding, human resources (HR), client services and operations.

Should advisers be more careful of the phrases they use with plan participants? Most agree that lofty statements, technical terms, and jargon should be avoided.

Nicole Spinelli has been appointed to lead the newly created WISE organization—dedicated to supporting “the unique needs of female advisers and clients” across Lincoln Financial Network’s businesses.

Lofty statements, technical terms, and jargon that’s incomprehensible to the average retirement plan participant can leave advisory clients feeling confused and frustrated.

Two-thirds of Americans surveyed have seen their long-term life and retirement plans disrupted at one point or another, TD Ameritrade says in a new report.

Financial services provider OneAmerica added three regional sales staff to support the realignment of its field services and national accounts teams.

Total financial adviser headcount has decreased for a fifth consecutive year, according to research from Cerulli Associates.

The acquisition of New York Life Retirement Plan Services widens John Hancock’s breadth of solutions for retirement plans.

Salient Partners announced it will acquire Forward Management, an independent asset management firm based in San Francisco and investment adviser to the Forward Funds.