August 14, 2019
August 8, 2019
Corporates Seek Tools To Reduce Pension Plan Risk
Global market volatility and low interest rates have greatly impacted the funded status of corporate defined benefit plans over the past decade. Particularly in the last year, wide swings in equity markets have become less predictable, making funded status volatility a greater cause for concern. As such, many plan sponsors are seeking solutions that hedge against risk and volatility while protecting any improvements in funded status.
August 8, 2019
Webinar – GreenTraderTax – How To Structure A Trading Business For Significant Tax Savings
July 23, 2019
Senate Hearing Focuses On Retirement Challenges
On May 14, 2019, the Senate Finance Committee held a hearing titled “Challenges in the Retirement System.” The hearing focused on a variety of issues relating to retirement security, such as increasing workplace retirement plan coverage and participation and increasing participant savings.
July 5, 2019
Making The Most Of Your Next Dollar
Save for the future or pay off debt? Deciding how to effectively use your extra income isn’t as simple as you think.We all have bills and expenses like rent and groceries that we must cover each month. That’s just a part of life. But what do you do with your next dollar after taking care of the necessities?
June 25, 2019
Cognitive Decline: The One Risk You Can’t Afford Not to Hedge
Age has a way of sneaking up on all of us, including our clients. Life experiences may make us wiser, but they don’t protect us from the natural decline of cognitive capabilities as we age. A proactive contingency plan can help protect clients from potential financial risks associated with a decline in cognitive health.
June 20, 2019
How Pension and Wealth Funds Redefine Shareholder Activism Worldwide
Shareholder activism can take many shapes. The concept is mostly associated with go-getter investors like Carl Icahn, storming into a company’s board demanding change or ousting ineffective CEOs.
June 11, 2019
A New US Retirement Law Explained
Sometimes, against all expectations, the US Congress can actually pass big and important legislation. That’s certainly true of a sweeping new retirement savings bill that has passed the House with bipartisan backing. It stands a good chance of rolling through the Senate, then getting signed into law by President Trump.
May 23, 2019
Pension Lump Sums: Thoughtful Considerations for Plan Sponsors and Retirees
The IRS recently altered course and announced that it will no longer stop employers from offering retirees a lump sum payment in exchange for their pensions. Initial reactions have been that this is very bad — comparing lump sum cash-outs to cigarettes — legal, liked and bad for you.
May 10, 2019
Many Americans Unprepared for the Cost of Health Care in Retirement
The rising cost of health care has been a political hot button issue for years, and Franklin Templeton’s 2019 “Retirement Income Strategies and Expectations (RISE)” survey revealed it remains a top concern today. Franklin Templeton Defined Contribution Head of Strategic Accounts Kevin Murphy and Michael Doshier, vice president, Retirement Marketing, offer some highlights from the survey and stress the importance of saving enough to meet future health care needs in retirement.
May 9, 2019
What Women Really Think About Retirement
Women want more teach, less tell when it comes to retirement planning. Anne explains. Understanding how women think about investing is critical for the future of retirement. Women are on their way to holding the majority of wealth: they are likely to inherit most of the wealth transfer in the coming decades 1, they’re the breadwinner (or co-breadwinner) in 60% of households 2, they’re starting businesses at twice the rate of men 3–the list goes on.
May 8, 2019
Why Index Funds and ETFs Are Good for Retirees
Millennial investors were more likely than investors in other age groups to own exchange-traded funds, according to a survey from investment provider BlackRock. Among investors aged 21 to 35, 42% said they owned ETFs in 2017, up from 33% of investors in that same age group who said they had ETFs in their portfolios the year prior.
