Fees can do serious damage to employees’ retirement
Clients who have assets in an IRA but want to reduce the costs may want to roll the money into their 401(k) plan if their employer allows such transfer.
Tax
Number of DB plan closures could increase in 2017
Plan sponsors must watch out for tax law changes and rising interest rates, experts say.
Retirement planning for special needs families
Your late clients' surviving spouses or children are entitled to a $255 lump-sum death benefit, as long as they meet these requirements.
Retirement planning for special needs families
Your late clients' surviving spouses or children are entitled to a $255 lump-sum death benefit, as long as they meet these requirements.
Number of DB plan closures could increase in 2017
Plan sponsors must watch out for tax law changes and rising interest rates, experts say.
The big lesson from 2016 for retirement planning
Investors should learn to ignore market forecasts and predictions and stick to their comprehensive plan.
Are employees ready for shared medical appointments?
Retirees can hear different perspectives from other patients and learn more about their medical conditions.
The top retirement fears and how to tackle them
A survey has found that running out of savings and lack of Social Security benefits tops the list of concerns.
NAHU wants piecemeal ACA adjustments under Trump
Having met with the President-elect’s pre-transition team, the broker org is ready to promote agent interests in new political landscape, says VP of gov’t affairs Marcy Buckner.
What to consider with target-date funds: Retirement Scan
Target-date funds can be a strong option for most retirement savers, but there are pitfalls. Some of them are relatively costly, with an average expense of about 1%. They can also get too conservative too quickly.
Benefits Think How employers want benefit offerings to evolve after the election
There’s been little discussion between Clinton and Trump, but plan sponsors remain concerned about post-ACA healthcare.
Shandon Fowler
Four8 Insights
How to make $500K last forever
Investments in certain closed-end funds or preferred shares are strategies clients should consider to make their savings last, an industry expert says.
How employees can make $500K last forever: Retirement Scan
Investments in certain closed-end funds or preferred shares is a strategy clients should consider to make their savings last, an industry expert says.
How to make $500K last forever
Investments in certain closed-end funds or preferred shares is a strategy clients should consider to make their savings last, an industry expert says.
Benefits Think How employers want benefit offerings to evolve after the election
There’s been little discussion between Clinton and Trump, but plan sponsors remain concerned about post-ACA healthcare.
Shandon Fowler
Four8 Insights
What your clients need to know about 401(k) loans
Those with the option of making loan payments from their plans should consider tax implications and the possibility of missing out on the growth of borrowed funds.
What your clients need to know about 401(k) loans: Retirement Scan
Those with the option of making loan payments from their plans should consider tax implications and the possibility of missing out on the growth of borrowed funds.
Taking a political stance on benefits
Campaign issues are impacting employers in the United States, a new survey finds.
Taking a political stance on benefits
Campaign issues are impacting employers in the United States, a new survey finds.
How to capitalize on emerging tech disrupters
Companies that weren’t present a decade ago are transforming the market, and advisers must keep up, says PlanSource’s Dayne Williams.
