April 05 2018
Retirement strategies abound, and advisors recognize that automated enrollment, deferral and escalation options are becoming increasingly more commonplace.
April 05 2018
Small-business owners face many real and perceived barriers, but financial advisors shouldn't ignore them. Read how small business 401(k) opportunities abound.
April 05 2018
To best meet the varied needs of different generational groups, financial advisors must learn the tools and educational approaches that resonate with baby boomers, Gen X and millennials. We've broken out tips for each generation in this article.
April 05 2018
Investment advisors agree: Marketing is as important as ever in today’s competitive business climate. Check out these ideas to better promote your services.
February 12 2018
The Department of Labor has filed another extension to the rule’s full implementation, placing its new effective date at July 1, 2019. However, the agency still obligates advisors to comply with the impartial conduct standards, the consumer protections ensuring that advisors adhere to fiduciary norms and basic standards of fair dealing. How can advisors be ready for business in today’s fiduciary environment?
February 09 2018
Financial wellness programs have become the feel-good, must-have benefit in the workplace and advisors and employers are tapping into companies such as FinFit, because a well-designed plan can help address the real issues of financial stress faced by today’s workforce.
January 16 2018

A retirement plan fiduciary is an important, yet complicated, role that many plan sponsors are increasingly seeking assistance with managing. Plan sponsors may find it helpful to hire an external fiduciary to free time and resources, add valuable expertise, and manage fiduciary risk.

January 16 2018

The Department of Labor’s fiduciary rule will have a significant impact on the retirement marketplace. The regulation expands the definition of fiduciary investment advice under the Employee Retirement Income Security Act of 1974 (ERISA) and is intended to eliminate conflicts of interest and apply a “best interest” standard to investment advice related to retirement plans, IRAs, and rollovers.

January 16 2018

Plan sponsors and financial advisors are increasingly focused on taking the steps necessary to help retirement plan participants have good retirement outcomes. Research finds participants are not confident about their retirement planning abilities or the decisions they have made with regard to their retirement plan.

January 12 2018

Since the Department of Labor introduced its fiduciary rule in 2015, retirement plan providers and financial advisors have been making changes to their business approach to adapt to the new regulation.