Author: brokerscentral, 2016-01-26

Obama budget proposal to promote workplace retirement plans

President Barack Obama's budget proposal for fiscal 2017 includes initiatives to speed up growth of employer-sponsored retirement-savings plans, administration officials say. Among the measures is a requirement that employers that don't offer a retirement plan provide an individual retirement account with auto-enrollment. Pensions & Investments (free access for SmartBrief readers)…

Author: brokerscentral, 2016-01-22

More clarity on charitable giving

Congress has made the ability to contribute to charitably causes from an investment retirement account permanent. IRA holders who are 70½ or older can donate up to $100,000 annually without taking distributions first. Reuters (1/21)

Author: brokerscentral,

Retirement investors seek reassurance amid market plunge

Fidelity Investments hit a record Jan. 4 when almost 4 million retirement investors contacted the company to check on their savings as the market dipped. Other firms also have seen high volumes of calls this month, but many investors are not looking to make changes. "Most people are calling just…

Author: brokerscentral,

Survey: 70% with an adviser are preparing adequately for retirement

Seventy percent of people working with a financial professional are saving appropriately or even ahead of schedule toward retirement, while only one-third without an adviser are getting such results, a survey by John Hancock Retirement Plan Services says. PlanSponsor.com (1/21)

Author: brokerscentral, 2016-01-20

Working in retirement is becoming common

Working past the traditional retirement age has become a standard retirement strategy for many, Mark Miller writes. The resulting financial-planning and tax challenges present "a huge opportunity for advisers," says Catherine Collinson of the Transamerica Center for Retirement Studies. WealthManagement.com (U.S.) (1/19)

Author: brokerscentral, 2015-06-17

Tailor financial wellness plans to meet generational needs

Millennials soon will be the largest generation, and companies will need different financial wellness tools than were used for baby boomers now heading into retirement, writes regulatory attorney Cindy Lapoff. Financial wellness programs should consider that salaries may not be keeping up with the cost of living, that people may…

Author: brokerscentral, 2013-10-11

Small retirement plans offer advisers big opportunities

Small retirement plans offer advisers big opportunities Financial advisers who think small retirement plans aren’t worth their time would be wise to think again, writes Tom Donnelly, regional vice president of sales at Principal Financial Group. Calculations by the Small Business Administration and Economy.com indicate 127,000 new plans will be…

Author: brokerscentral, 2013-04-09

Obama budget proposal to call for $3M limit on IRAs

04/8/2013 | Bloomberg The budget plan that President Barack Obama will propose this week calls for limiting IRA assets to $3 million, with an estimate that it would generate $9 billion in revenue over the next 10 years. The White House said in a statement that some wealthy investors are able…

Author: brokerscentral, 2013-03-11

Ameritas Retirement Plans The Advantage of TPA Partnerships

Event status: Not started (Register) Date and time: Thursday, March 21, 2013 11:00 am Eastern Daylight Time (New York, GMT-04:00) Change time zone Program: TeleUniversities Duration: 1 hour Description: David Schlageter, Retirement Plans Distribution Manager will discuss the advantages of partnering with a Third Party Administrator (TPA) and the key…

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