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Plan Talk: Best of 2020
2020’s final episode of Plan Talk highlights notable updates, trends and legal cases in the defined contribution space from the past year.
PEPs Are Coming: How to Position Your Practice for the New Pooled Employer Plans
How financial professionals can continue to add value for plan sponsors and business owners who choose to adopt PEPs.
Plan Talk: How to Use Client Motivations to Encourage Better Social Security Decisions
How the timing of claiming Social Security benefits can impact our long-term retirement goals.
Plan Talk: Assessing Fixed Income Options in Retirement Plan Lineups
The latest episode of Plan Talk focuses on the lack of adequate fixed income options in many retirement plan lineups.
Assessing the Value of Financial Advice: More than Dollars and Cents
Survey findings indicate that investors who work with a financial professional are more confident about making financial decisions.
Protecting Plan Participants from Cyberthreats in the Age of Remote Working
Plan sponsors should carefully screen service providers to help ensure plan participants are not vulnerable to cybersecurity threats.
Marching to a Million: How to Keep Financial Goals on Track When Starting a New Job
Three steps to help those who have recently started new careers stay on track to their long-term financial goals.
Marching to a Million: How to Navigate the Post-COVID Job Market
Advice for young adults who may find their career prospects dimmed in today’s challenging job market.
How Trump’s Second-Term Tax Ideas Could Impact Investors
The Trump administration has proposed several tax policy ideas that have important implications on how to plan for the future.
What “Equalizing” Retirement Contributions Could Mean for Investors
A deeper look into the Joe Biden tax plan with a synopsis of the plan’s proposal to equalize tax treatment for retirement plan contributions.
A 60-Second Primer on the Joe Biden Tax Plan
Tax planning strategies that can be incorporated year-round – regardless of the election outcome.
Why Your Financial Plan Should Be Apolitical
Financial markets will have ups and downs regardless of who wins the election this November.