Greg was a reporter for InvestmentNews from 2015 to 2019, covering defined-contribution plans, retirement planning, insurance, taxes and estate planning, before then moving to CNBC as a Personal Finance Reporter. He tweets at: @GregIacurci
Indexed annuity distribution would have been upended in January, but a delay preserves the status quo.
The approach leverages relationships with property and casualty insurance brokers.
The firm touts added benefits of the arrangement, but some smaller-balance account holders will wind up paying more.
As the scourge of opioid addiction and abuse continues to spread in the U.S., financial advisers must be…
About 36% of advisers have worked with clients who were addicted or had family members addicted to opioids, according to a recent InvestmentNews survey.
Answers touch on how retirement plan advisers should treat certain disclosures about their status as well as recommendations for increasing plan participation and contributions.
Advisers should review the plan document and make sure they give participants the right to opt out of the re-enrollment.
The three-adviser group, from Alliant Retirement Consulting, specializes in retirement plans.
The most specialized retirement plan advisers control nearly 70% of adviser-held DC assets.
Principal has communicated that independent agents must change their business models to keep receiving compensation.
