Implementing a Consistent Retirement Plan Oversight Process

Posted by Mathew Powers, CFA, AIF

April 4, 2018 at 1:30 PM

If you're like many retirement plan advisors, saving time is among your most important goals. One area ripe with opportunity for improving efficiency and scale? Your plan-level investment services. By implementing a consistent retirement plan oversight process, these services will naturally become repeatable and streamlined. Let’s take a look at how leveraging guidelines, technology, and trusted partners can help you put such a process in place.

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Topics: Retirement Consulting

How to Run a Successful Retirement Education Campaign

Posted by Steve Johnian

April 3, 2018 at 10:00 AM

Many employees struggle with saving for retirement for a variety of reasons. For starters, they face incredible inertia when it comes to simply enrolling in a retirement plan. Lack of financial knowledge is another big barrier that stymies their ability to properly manage their day-to-day personal finances and—for those who have enrolled in a retirement plan—put enough aside for their future and properly allocate their investments.

As these problems tend to spill over into the workplace, retirement education campaigns can go a long way to break down some of the barriers that prevent employees from adequately preparing for retirement—while also increasing employee productivity at work.

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Topics: Retirement Consulting

The Not-So-Hidden Risks in Your Clients’ Pension Payout Options

Posted by Olivia Zaiya, JD, CFP

March 28, 2018 at 1:30 PM

The mass exodus from traditional defined benefit pension plans is a reflection of several trends. Primarily, employees are living longer, and updated IRS life expectancy tables have increased the cost of providing a defined benefit plan accordingly. Additionally, the prolonged low-interest-rate environment has reduced funds’ investment returns, which means plans need additional capital to stay afloat. Lastly, underfunding of pension plans has led to more government regulations, which has increased the cost of offering defined benefit plans as well.

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Topics: Retirement Income Planning

How the Tax Cuts and Jobs Act Has Changed the 529 Plan

Posted by Patrick Noonan, CFP

March 27, 2018 at 10:00 AM

The Tax Cuts and Jobs Act has changed the 529 plan—helping to make these accounts more attractive when it comes to qualified expenses. The act also provides some much-needed rollover flexibility to 529 ABLE accounts. Here, I will discuss some of these changes and why you may want to reposition 529s as education rather than college savings accounts.

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Topics: Education Planning

And Then What? How to Turn Prospects into Clients

Posted by Sarah Howes

March 21, 2018 at 1:30 PM

Your marketing efforts are designed to create brand awareness and engage with your target audience. But how can you effectively use those efforts to turn prospects into clients? I’m going to help you identify ways to do just that—and it all begins by writing down the prospect journey.

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Topics: Marketing

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