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31
Oct

Part-Time Retirement? How to Change the Plan

With more older clients working at least part of the time, advisors have a variety of new issues to factor into a plan.

Chuck Hammond, PPC, CMFC‘s insight:

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.

See on www.financial-planning.com

31
Oct

Top Ten Things All Employees Should Know About Their 401k Plan

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…?

Chuck Hammond, PPC, CMFC‘s insight:

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.

See on ebn.benefitnews.com

31
Oct

13 Small ‘Natural’ Brands That Are Actually Owned By Giant Corporations

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…

Chuck Hammond, PPC, CMFC‘s insight:

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

30
Oct

Navigating Fiduciary Roles & Responsibilities

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.

See on www2.gotomeeting.com

30
Oct

Can’t We All Get On the Same Page?

Chuck Hammond, PPC, CMFC‘s insight:

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.

See on www2.blackrock.com

30
Oct

Lord Abbett’s 2013 Year-End IRA Checklist

See on www.lordabbett.com

30
Oct

Financial Advisors’ Use of Social Media | Advisor Tech Tips

INFOGRAPHIC: 75% of financial advisors use at least one social network. See how advisors are using different social media channels for business.

Chuck Hammond, PPC, CMFC‘s insight:

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

30
Oct

Fact vs Fiction The Potential Risks and Rewards of Hiring 3(16) Fid…

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

See on www.slideshare.net

30
Oct

New Restrictions Loom for #IRA Rollovers

See on www.planadviser.com

29
Oct

The Smaller Stuff Creates the Biggest Liability Pitfalls for 401(k) Plan Sponsors | JD Supra

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…

See on www.jdsupra.com