Browsing Tag
The American College of Financial Services
15 posts
What SECURE Act’s Annuity, Open MEP Provisions Mean for Advisors
Big changes are coming to 401(k) plans in 2020 thanks to last week’s whirlwind passage of the SECURE…
Potential Social Security Cuts Weigh Heavily on Advisors, Clients
Nearly half of financial advisors (46%) are worried about the Social Security program drastically cutting their older clients’…
Wade Pfau to Head RICP Designation at The American College
In a move that should come as little surprise to anyone familiar with Wade D. Pfau, Ph.D., CFA,…
Pop Quiz, Hotshot: Only 1 in 4 Older Americans Pass Financial Literacy Test
Only 26 percent of older Americans – with investable assets of at least $100,000 – were able to…
One Thing Advisors Wish 401k Savers Knew About Retirement
401k plan participants are generally clueless about the amount of money they’ll need to retire comfortably, and advisors…