Browsing Tag
Retirement
2319 posts
Fi360 Announces Formation of ‘Lifetime Income Consortium’
Nationwide and Alliance Bernstein have already committed
November Top Advisor by Participant Outcomes (TAPO)—David Stofer
ASK DAVID STOFER for an example of when he absolutely delivered for a plan sponsor and its participants—a…
401k Cashout Leakage, Auto Portability Featured in Senate Committee Hearing
Committee Chairman Sen. Bob Casey, D-Penn., and Ranking Member Sen. Tim Scott, R-SC, focused on the importance of strengthening our retirement system
ARA’s Brian Graff on Retirement Plan Provisions: ‘This Story is Not Over’
'The good news is that because we’ve gone through this process, we’ve educated a lot of policymakers'
4 Obstacles to Better Financial Decisions: Wealth@wor(k) 2021
'We’re living in an era of eighth-grade literacy in this country, but sixth grade from a financial literacy standpoint'
Why Qualitative Participant Data Means so Much More: Wealth@wor(k) 2021
'While it’s altruistic to want to do a financial plan for every participant, it’s not sustainable'
The Assaley Doctrine—What the NAPA President Wants to Achieve: Wealth@wor(k) 2021
'It’s sitting down with employees and helping them understand and develop greater financial know-how and literacy'
New ‘Social Security 2100’ Bill Will Change COLA Formula
'The pandemic has only underscored what we already knew and has exacerbated systemic inequities—current benefits are not enough'
It’s Official! 2021 ‘Top Advisor By Participant Outcomes’ Revealed at Wealth@wor(k)
This year’s theme, “Triumph in a Tough Year,” saw incredible creativity in the 12 top advisors in solving complex retirement plan issues
Who ‘Owns’ the Participant and How are They Monetized? Wealth@work 2021
'I challenge you to do this with your own book of business'