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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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How to manage your 529 savings during economic downturns
While volatility in the stock market is par for the course, it’s important to not react quickly out of fear; however, sometimes making a few adjustments to a 529 plan account can help you save more in the long run. Here are four steps to consider.
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Managing your plan’s cyber liability insurance
Cyber liability insurance is getting more expensive, and plan sponsors need to budget for this added cost. Learn what’s driving up the price and how your cybersecurity strategy may help you secure better pricing.
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What to know when your defined benefit pension plan terminates
Defined benefit (DB) pension plans date back to the United States Revolutionary War and continued to grow in popularity into the 1980s. Since then, more companies are cutting DB plans. Know your options for handling your benefit if your employer decides to terminate yours.
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Ten holiday budget tips for celebrating the season
Start some new traditions with these budget-wise tips to help avoid overspending so you can continue to meet your financial goals.
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Retiring into a challenging economy
To those just entering retirement, news of inflation, market volatility, rising interest rates, and the possibility of recession can be especially alarming. Here are tips to help position your savings and investments for the risks you face today—and better prepare you to take advantage of the recovery ahead.
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Rebalancing your retirement account to help manage risk
When you join your employer’s retirement plan, you choose which funds to invest your money in. But how do you ensure your money continues to be invested the way you want? Rebalancing your account from time to time can help you stick to your investment strategy.
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Why estate planning is important for everyone
Many people think estate planning is either just for wealthy people or it’s too upsetting. But just about everyone has something that will need to be passed on to someone. It can also help you gain peace of mind knowing you’ve helped protect your loved ones.
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Three tips to help avoid becoming an accidental fiduciary
As a third-party administrator (TPA), you may often take initiative to help plan sponsors with various tasks. But could you accidentally cross a line to become a fiduciary by doing these things? We’ll share some tips to help avoid unwanted fiduciary status while still offering excellent service.
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