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Mixing up your investments with a diversified retirement account
Deciding how to invest your retirement savings can be challenging. Employer-sponsored retirement plans often provide dozens of options to choose from. One thing most financial professionals agree on is that diversifying—or mixing—your retirement investments may help you build your savings and manage risk over the long term.
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What are the lifetime income illustrations on my 401(k) statement?
If you’re saving in a defined contribution (DC) retirement plan, you receive a quarterly statement that shows your account balance and investments. To help you see how much monthly income your account balance will generate, your statement will start including two lifetime income illustrations.
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Tips to win more finals presentations
Growing your retirement business as a financial professional can be difficult. You spend time prospecting for new clients and getting a foot in the door for it to all culminate in a one-hour presentation. You may increase your close rate by training yourself to hit a home run at every finals presentation.
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What's a value proposition statement?
To be successful in the retirement plan market, financial professionals must be able to express their unique value to prospective clients. Learn how to write a compelling value proposition statement.
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Who regulates retirement plans?
Three U.S. government agencies play key roles in making sure that retirement plans are operated for the benefit of participants. Here’s what they are and what each one does.
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Seven financial planning mistakes to avoid
Healthy money habits can help you achieve your financial goals—children’s education, dream vacation, retirement—and avoid these seven financial planning mistakes.
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How to work furloughed or rehired employees back into your 401(k)
The decision to furlough or rehire employees has a direct impact on your benefits offering. Learn how these events can affect your 401(k).
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Adding a nonqualified deferred compensation plan to your benefits package
In a tough labor market, you may want to consider adding a nonqualified deferred compensation (NQDC) plan as a supplemental, tax-advantaged savings opportunity for executives and other employees.
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What's an ETF?
Simply put, an ETF, or exchange-traded fund, is a basket of securities that trades on an exchange, much like a stock. ETFs are generally highly transparent and liquid.
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Can you take money from your rollover IRA?
As you move from one job to the next, you can accumulate retirement accounts along the way. Moving—or rolling—each account into an IRA is one way to help manage the complexity and volume. Be aware of the withdrawal rules, so you can avoid paying penalties and taxes.
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