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Most couples disagree on a lot of important points when it comes to retirement planning. That lack of agreement can translate into lost financial planning business, making it important for advisers to get couples to work together, according to Fidelity Investments.
To address the study’s findings, Fidelity also launched a guide for advisers called “Aligning Couples and Retaining Business.”
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Flat-fee plan pricing makes it easier to treat retirement benefits as part of a long-term business strategy rather than a variable expense that might change unexpectedly.
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Instead of assuming that longevity is a good-news story, acknowledge that extended longevity without a plan is a financial and emotional time bomb.
Financial firms are expanding pooled employer retirement plans to help small businesses and nonprofits cut costs, simplify administration and reduce fiduciary risk.
