With more older clients working at least part of the time, advisors have a variety of new issues to factor into a plan.
Retirement isn’t everything it is cracked up to be. The stereotypical pictures of golf, cruises and visits with grandchildren no longer mesh with the lifestyles of many of today’s baby boomers – and it may not fit with the incomes of others.
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Their lack of understanding is often displayed in the questions they ask. (10 things employees should know about their 401(k) plans http://t.co/6X8iW5buY2 (but probably don’t…?
If you’re at all involved with 401(k) plans, what I’m about to say isn’t a major new flash: Employees have no real understanding of this tax-favored retirement plan and how it can impact their future.
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Burt’s Bees is marketed as a homespun natural brand from Durham, N.C., and is proudly described as “Earth Friendly Natural Personal Care and Natural Skin Care for The Greater Good.” Of course, the brand downplays that it was sold in 2007 for nearly…
Brands like Burt’s Bees and ice cream-maker Ben & Jerry’s attract a growing market of environmentally-conscious consumers. They rely on being marketed as local and natural, but many consumers have no clue that these brands now have mammoth multinational overlords.
See on www.businessinsider.com
Join us to hear from Greg Kasten, Founder and CEO of Unified Trust present: Navigating Fiduciary Roles & Responsibilities
Plan sponsors are often presented with a menu of fiduciary options available to them by potential advisors (e.g.
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One of the key themes to come out of this year’s BlackRock Retirement Survey is the fact that many participants seem to like the benefits of target date funds, but at the same time, three quarters of them don’t really know if their plan actually has them or not.
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INFOGRAPHIC: 75% of financial advisors use at least one social network. See how advisors are using different social media channels for business.
In a continuing effort to help financial advisors stay on top of changing trends in social media and technology, today Putnam Investments unveiled the results of a new study that indicates that approximately 3 out of 4 advisors are currently using at least one social network to help serve clients and further grow their business.
See on www.advisortechtips.com
Over the past 3 months we have highlighted three firms providing 3(16) Fiduciary Services. This paper is prepared by The Wagner Law Group. Although Plan Sponso
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When I was a kid, I had an Intellivision. For those people born after 1980, Intelliivision was video game console that had better graphics than an Atari 2600 but people didn’t buy. One…
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