Jerry Bramlett helped build FuturePlan into the country’s largest third-party administrator, according to the firm
Asset managers including Fidelity, BlackRock and State Street submitted comment letters criticizing the proposed rule
Public employees in about a dozen states, as well as federal employees under the old Civil Service Retirement System, do not participate in Social Security and are not subject to payroll taxes.
Report says the Labor Department's information about claiming retirement benefits may be insufficient
More companies are pursuing small businesses for 401(k) plans, with technology enabling an abundance of new services
Some types of annuities are getting a lot of attention even though sales are down overall
Physicians enter the workforce behind on retirement saving, and advisers can help triage their financial priorities
The accounts are frequently being used to cover pandemic-related expenses, and employers are increasingly playing up their benefits to workers
If a client has remarried after a divorce, they may still be eligible for divorced widow benefits when the first spouse dies.
Financial advisers are ideally situated to help clients talk through the unforeseen challenges a global pandemic brings
The key to success for clients planning for retirement is a regular cadence for questions to be asked and new information to be shared
The session is slated for Sept. 3 following pressure from Democratic lawmakers and investor advocates
More than 95% of nearly 8,700 comment letters opposed the rule, according to a recent study by US SIF
The robo-adviser aims to help advisers attract additional assets while fostering the growth of both its advisory and retirement plan business lines
Squeezing Social Security’s funding source could accelerate the depletion of the trust fund
What investors see in the low-margin DC record-keeping business
Employee ownership plans correlate with higher income and better retention, and companies with such plans are likely doing better than others right now, according to an ESOP group
Advisers need to help clients understand that the question isn’t whether the markets will drop, it’s when and how far
The Secure Act provides numerous opportunities for advisers, and annuities are part of that, panelists said
The regulation would implement a SECURE Act provision intended to help savers assess their nest eggs
