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Retirement Report

Jul 16, 2019

Expert Opinion

Help Clients Understand Potential Social Security Benefit Cuts

By Joe Elsasser

Fear of losing out on benefits can lead to poor claiming decisions. Advisors can help prevent that. Read More


Is Edelman Financial Engines' New Offering a Threat to Rollovers?

By Nick Thornton

The firm's Fiduciary Distribution Review is the first building block in its bid to disrupt trillions in flows to IRAs. Read More


Caregiving Can Be Hazardous to Your Career: GAO

By Marlene Satter

Caregivers may be forced to cut back their hours or retire early, research finds. Read More


Lack of 401(k) Annuitization Portability Is Mean: Pension Policy Specialists

By Allison Bell

The policy specialists say lack of portability could make clients' plan guarantee value vanish. Read More


Cetera Teams With Allianz, Capital Group on New Retirement Tool

By Ginger Szala

SetIncome's strategies include guaranteed fixed annuities and asset management to generate lifetime income. Read More


Mutual Fund Fees in 401(k)s Keep On Falling: ICI

By Michael S. Fischer

The average asset-weighted expense ratio fell 47% since 2000, the trade group reported. Read More


Retirement Savers Seeking Protection Amid Market Volatility: Allianz

By Michael S. Fischer

Nearly three in four affluent respondents to an Allianz Life survey said they would give up some gains for protection. Read More


DOL, IRS Must Collaborate on Prohibited IRA Transactions: GAO

By Melanie Waddell

DOL and IRS need to set up a memorandum of understanding or other mechanism to collaborate on oversight of such transactions. Read More


The Advisor Of The Future: How To Stay Relevant In The Digital Age

Sponsored by: Hearsay Systems

As the status quo continues to morph, you must learn to embrace what’s next, instead of getting caught up in what used to be. Discover how you can transform for the better. Learn More

Measuring the ROI on Advisor Designations

Sponsored by: Cetera Financial Group

Getting an advanced designation or certification takes a lot of effort. Get insights on if it’s really worth your while. Learn More

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