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Year-end checklist: eight tips for financial professionals
The holidays are here and it’s time to prepare for the new year. Here are eight items for retirement plan financial professionals to focus on as you close the book on this year and start writing next year’s story.
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Three steps to help you create a competitive retirement plan
In today's tight labor market, your retirement plan benefits could be a key reason why an employee joins or stays with your organization. Consider these steps to help ensure your plan stands out from the competition.
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Financial aid and other ways to pay for college
College is an expensive undertaking in any given year. Here are five ways to help you plan for your child’s college expenses.
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Does your plan sponsor year-end checklist include these tasks?
The end of the year can be hectic for plan sponsors. Making a checklist can help ensure you don’t overlook anything. Here are a few compliance and planning tasks to consider for your list.
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Four reasons to consider staying in your 401(k) after leaving a job
Some employers may let outgoing employees remain in their 401(k) plan, but will this be a good move for you? Here are a few reasons why staying in your old plan might make sense—at least for a while.
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Steps to setting up your small business 401(k)
Key steps in establishing a 401(k) plan and tailoring the plan design to meet the needs and objectives of a smaller enterprise and its employees.
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When should you tap into your 529 account to pay for college?
What’s the best way to pay for your child's college education: 529 education savings plan balance, personal savings, loans, or a combination?
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How to teach your young kids about money—five tips
Are you tired of hearing “Mom, dad, can I buy this?” and answering with a deep breath followed by “no.” Maybe it’s time to sit down with your kids—here are five suggestions to help instill good financial habits in your little ones.
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Social Security payments and inflation—what to do if one doesn’t keep up with the other
To help recipients keep up with rising costs, Social Security cost-of-living adjustments (COLAs) are made annually using a formula legislated by Congress that factors in changes in the Consumer Price Index (CPI). But, COLAs don't always keep up with inflation.
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Solve a retirement plan problem to win over prospects
Growing your financial advisory business requires finding qualified prospects. To turn prospects into clients, try to find a catalyst—a solution to a problem they’re experiencing. Learn how to identify deficiencies in a retirement plan, turn them into strengths, and showcase your value.
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