Practice management
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How to use artificial intelligence in financial planning
AI is a hot technology that's mostly used for internet searches but has potential to help with financial planning. Share these tips to help your employees use AI safely and smartly when it comes to their finances.
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Retirement planning for women—a key opportunity for financial professionals
Assisting women with their retirement planning can lead to more wealth management opportunities for you. Get tips for connecting with female participants.
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Three ways to help enhance your TPA firm’s technology strategy
TPA firms that service retirement plans may be wondering what they can do to recognize and implement the technologies that will transform their processes and outcomes. Here are a few ideas to help point the way.
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How technology can help retirees
New technologies and their associated services have been developed that can help keep retirees independent and safe at home longer. As you think about supporting your employees as they near retirement, you may want to know about technologies that are available, the associated costs, and how preretirees might prepare for the expenses.
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Understanding the impact of the Federal Reserve on retirement savings
When the economy is running smoothly, you and your employees may not even notice that the Federal Reserve is meeting or what they decide. As a plan sponsor, it’s beneficial for you to understand how the Fed works so you can help your employees manage their retirement savings in changing economic conditions.
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Why 401(k) payroll integration should be a key strategy for TPAs
401(k) payroll integration offers many potential benefits for plan sponsors and third-party administrators. Learn the basics to help you initiate the conversation with clients.
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Building relationships with financial professionals—five tips for TPAs
Our new way of working can make it harder for TPAs to connect with financial professionals. Get five tips to help you build and maintain these relationships.
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Six tips for competing with robo advisors
The popularity of online investment advice continues to grow—making it harder for financial professionals to grow their business. Find out six tips that can help you compete.
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Three reasons to consider integrating AI into your retirement practice
Wondering if there’s a place for AI in your retirement practice? Learn three ways it could potentially help you grow your business and have more consultative client conversations.
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When SIMPLE isn’t best: why a 401(k) may beat the SIMPLE IRA
Sponsoring a retirement plan can help you attract, retain, and reward employees.
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