Emergency Savings Accounts: a New Initiative Induced by the Current Economic Situation
Emergency savings accounts are expected to boost plan sponsors’ retirement plans. A number of major record keepers are counting on this new feature to help ease the economic uncertainty faced by employees.
COVID impact on Retirement Savings
It feels as though there is no corner of our lives that remains unaffected by COVID-19, including retirement futures. Recent studies have shed light on how plans are faring nearly a year after the pandemic began.
Lazy, Lazy, Lazy…Making Election Predictions Based on Faulty Assumptions
Still, so far, so good, nothing about that is particularly disagreeable. I can also envision some serious market volatility if the 2020 election is contested depending on circumstances.
Why You Need a Lifestyle CRM! Part 1
When you started a financial advisory practice, you took many things for granted. Things simply work a certain way. Let us take that all-important thing, the sales. Meaning how the practice actually acquires new customers. You were told that there is something called the CRM – Customer Relationship Management software
How the DOL’s New ESG Rule Would Affect Retirement Advisors
The Department of Labor is considering a regulation that would limit how environmental, social, and governance (ESG) investing can appear in retirement plans.
Case Study: Create the Ultimate Optimization Report for a Plan Sponsor
In order to create a winning proposal for a prospect, you need to make sure it includes all the best investment options. On the one hand, they should be optimized in terms of fees and performance, which might interest a plan sponsor, and finally they should correspond your provider platform requirements.