Browsing Tag
The American College of Financial Services
15 posts
Participants are Failing at Retirement Literacy
Most Americans scored a 31% on their retirement literacy in a recent study by The American College of Financial Services
Retirement Income Planning: Consumers Want It, Advisors Want to Learn More About It
New research from The American College of Financial Services reveals consumers and advisors are aligned on the need for this specialized service
Black Women Report Trouble Finding a Financial Advisor to Trust
It’s especially concerning given that Black women play a prominent earning and financial role in Black households
Episode 26: The American College’s Michael Finke on Why 2021 Will Be an Eventful Year for Retirement Reform
Article Presented By: As pandemic restrictions evaporate and the U.S. economy looks to fully reopen, many 401k-focused advisors…
Episode 24: The American College’s Wade Pfau on Common Retirement Income Mistakes that Can Kill a Portfolio
Sponsored By: Dr. Wade Pfau is a Professor of Retirement Income with The American College of Financial Services.…
Women Fail Financial Literacy Test, Want Help
Good news—four out of five older women report having a plan for retirement income. Bad news—there is a…
Retirement Planning Anxiety Spikes One Month into Crisis
Over 59% of retirement advisors report that clients are more concerned about their retirement prospects than they were…
Cares Act RMD, Early Withdrawal Waivers: A Closer Look
Required minimum distributions for 401ks and IRAs will be waived in 2020, and 401k participants would be allowed…
Coronavirus Leads Clients to Contact Retirement Advisors, but Most Stay the Course
About two in three advisors say their clients have been more apt to reach out to them due…
‘Stretched’ Out: Adjusting to SECURE Act’s New 10-Year Rule
As of January 1, 2020, the “Stretch IRA” is officially dead as an estate planning tool as a…