Helping people get engaged in their retirement planning is much easier than you might think—you just have to keep it really simple. Getting clients motivated about retirement when they are young, well before age 85, can become a passion as well.
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Helping Advisors prepare their clients for retirement since 1986.
Ironmans and Financial Advisors
Recently I finished a Half Ironman Triathlon in St. George, Utah. It was a great race: swimming 1.2 miles, biking 56 miles, and then running the half-marathon, 13.1 miles. That’s 70.3 miles in total! The elevation gain of just over 4,400 feet had me contemplating quitting. At times, it felt like torture. But I finished, and for me, I finished well, just 26 seconds shy of six hours. I was thrilled! I exceeded my expectations on a very tough course.
Choice is the Driving Factor in 403(b) Participation
Teachers face many challenges in the classroom, carefully balancing the demands placed on them. 403(b) Retirement planning advisors have an opportunity to serve them with wise guidance, helping them navigate the challenges of securing a quality retirement with ease and confidence.
Survey on 403b Provider Options Reveals Surprising Results
New 403b plan survey data released today by the National Tax-Deferred Savings Association reveals that increased participation and contribution rates actually increase with the number of provider options offered to participants.
Take-Aways from the Social Security Trustees’ Report
On June 5th, the Board of Trustees of the Social Security Trust Fund released their annual report. As you may expect, the report does not paint a rosy picture for the future of Social Security. Below are some take-aways from the report.
Changing Retirement Plan Trends in the Healthcare Industry
As healthcare organizations move away from offering defined benefit plans and seek to find retirement benefits to offer to employees, certain trends emerge. Let’s look at some of the trends that came out in the Transamerica survey.
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