Browsing Tag
Retirement Plan Advisors
34 posts
‘Peak 65’ is Coming—And Retirement Advisors are Changing Because of It
New research from The Alliance for Lifetime Income and CANNEX says financial professionals are increasingly looking to annuities to protect clients as the industry shifts retirement investing strategies
65% of Workers Say They Will Need to Save More for Retirement
The new DC Pulse survey from MFS finds investors are also wanting emergency savings benefits from their workplace plans
Advisor Q&A: Exploring America’s Financial Literacy Challenges
The Retirement Advisor Council is asking members about issues and opportunities posed by America’s continued struggle with financial literacy
Voya Establishes Advisory Services Solution for Retirement Plan Participants
The solution provides broader access to advice services for participants in Voya-administered retirement plans
SECURE 2.0 Startup Tax Credits Explained in New Resource
Pete Swisher and the team at Group Plan Systems and sister company Pension Resource Institute release guide to help advisors understand the highly impactful provision
Great SECURE 2.0 Advice for Advisors: VCI Industry Leaders Summit
Pete Swisher, Bonnie Treichel and Laurel Taylor dish out timely tips during a weekend session at the Viking Cove Advisor Alliance Industry Leaders Summit
Employers Yawn at SECURE 2.0 Provisions
New data from Alight found interest in SECURE 2.0 provisions remains fairly low for plan sponsors
6 Important SECURE 2.0 Provisions Retirement Advisors Should Know
Vestwell Founder and CEO Aaron Schumm’s take on key changes coming as a result of the new landmark retirement reform legislation
RetireOne Partners with Nationwide to Distribute Guaranteed Income Solutions
Addition of advisory solutions expands RetireOne's fiduciary marketplace of insurance and annuity products
More Women Report Losing Half of Income During Retirement
Only 20% of women surveyed in a Goldman Sachs Asset Management study reported reaching 70% of their pre-retirement income